Volunteering & Family
- Mother of an amazing teenager
- Worshipper at heart
- Educational workshops & discussion panels
- Partner with local organizations to serve community needs
- Several Action Teams of my own & 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
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
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
Thankful for all you've been given? We can help you give back.
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
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
