Solutions

Volunteering & Family

  • Mother of an amazing teenager
  • Worshipper at heart
  • Educational workshops
  • Partnering with local organizations to serve community needs
  • Several Action Teams with various clients

Products and services. Aligned with your priorities.

Advice. Retirement. Banking. Insurance. Investments. I understand how crucial it is to choose the right solutions for the things that matter most to you. As we work together, we'll talk about your needs, dreams, values and timelines. Using what we learn about you, my team and I offer options & next steps and help you with implementation. Our goal is to help connect the dots between where you are and where you're headed, giving you confidence & clarity in your journey.

What We Offer

Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.