Businesses and Non-Profits | Why You Need A Certified Exit Planning Advisor (CEPA)

.

.

Passion for Generosity | Advice You Can Depend On

.

.

My Inspiration, My Family, Giving Back, Qualifications

.

.

Click "see more" for details!

.

.

.

.

.

.

Businesses and Non-Profits | Why You Need A Certified Exit Planning Advisor (CEPA)

As a Certified Exit Planning Advisor (CEPA), I bring specialized expertise and a proven framework to guide Virginia-based businesses through the discussions of exit planning, which is simply good business strategy! Your business is an extension of who you are, and most of your wealth is likely wrapped up inside your business. Whether you are 3-10 years away from a planned exit, or much shorter term, I can help you bring a best-in-class focus to your business strategy, while aligning your family and financial goals for a successful future.

In particular, faith-based organizations, and sole proprietorships & partnership businesses with a passion for community involvement will love the customized approach, the integrations with your everyday activities, and the solutions that my practice will bring.

Passion for Generosity | Advice You Can Depend On

Are you passionate about charities or church activities in your area?
Are you in your pre-retiree (45-60) or early retirement (60+) decades?
Do you need advice on how to direct your surplus or retirement savings for "bigger picture" decisions like tax efficiency and legacy?
Are you open to advice, and tired of a "DIY" approach to finances?

....Then I would love to meet you!

My team has proven strategies to provide planning for your family's protection, your assets, your tax planning, and your health. I listen to what keeps you up at night, and we find custom plans and solutions. Think of me as turning on your GPS- you may have an idea where your destination is, but I will work to help you avoid those roadblocks and detours that may delay you along the way!

My Inspiration

My inspiration comes from many personal experiences.

I know the suite of benefits that large corporations offer, so I strive to help small businesses and non-profits create their own competitive and meaningful set of offerings. Business owners need a dynamic, value-generating advisor to walk alongside and help with options and priorities.
I am a homeschooling mom with a passion for educating others on money habits, and living with financial clarity
With a husband in ministry, our family is always finding ways to serve others and live generously.

My Family

My family and I have lived in the southside of Richmond since 2007 and love the rich history and hospitality that this area brings. We love to be tourists and visit local historic locations. You'll often find us in the Yorktown area on the water. And I love to knit, watch movies, and travel to various U.S. destinations.

Giving Back

I am passionate about supporting my community and organizations such as:

· HEAV (Home Educators Association of Virginia)

· Pregnancy Help Center of Chesterfield

· Elijah House Academy

My Background and Professional Highlights

· FINRA Series 7 General Securities Representative

· FINRA Series 66 Uniform Combined State Law

· Life & Health Insurance License

· CEPA (Certified Exit Planning Advisor) designation

· FIC (Fraternal Insurance Counselor) designation

· Bachelors of Business Administration (BBA) from James Madison University

I bring 15+ years of experience working with employer-sponsored financial benefits and insurance for a Fortune 200 company to my members and clients here at Thrivent. I see my work as a unique fusion of faith and finances, and I have a strong calling to walk alongside individuals and families as they navigate the complexities of financial decisions.

I primarily serve Richmond, Virginia and the surrounding areas, through a combination of in-person and virtual meetings. I can also meet virtually with those outside of Richmond, or out of state in North Carolina, Maryland and Florida.