We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can better prepare people for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President and Financial Consultant
As a financial consultant, my primary goal is to assist my clients in making well-informed decisions that will benefit them now, and in the future. For more than 20 years, I have been in the financial services industry. I have honed my skills and aligned with other financial professionals to better assist my clients, whether it be selling your practice, saving for retirement, or protecting income and assets from unexpected events.
I hold several professional designations, including Chartered Financial Consultant (CHFC), Chartered Life Underwriter (CLU). I believe that education is crucial and I love sharing my knowledge by conducting workshops on various financial topics. I see my role as a financial coach, assisting my clients to make well-informed decisions about their investments and retirement plans so they can work towards healthy financial independence.
I have built a solid client base through referrals from satisfied clients and have a passion for assisting others through my work and volunteer efforts. I value the relationships I have with my clients and strive to have a warm, loving, and protective relationship with every one of them.
On a personal note, I was born and raised in Dayton, OH, but I now call the lovely community of Owings Mills, MD home. I am a proud mother of a kind and loving daughter. When I'm not assisting clients to navigate their financial journeys, I enjoy playing tennis, exploring new destinations, and making memories with family and friends.