With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to help achieve our collective goal of helping clients like you plan to meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Bachelor's Degree in English - BEng
Master's Degree in Educational Leadership - M.Ed Leadership
15 years in public education including 5 years as an Administrator
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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