A Director of Operations with over 20 years of industry experience, I specialize in helping middle and upper income individuals, families and business owners pursue their idea of financial security. I am especially focused on helping the Federal and Military market. I understand the benefits and challenges of these individuals and families very well being the wife of a retired military officer.
Working with our talented team as well as your own tax and legal consultants, we provide a holistic financial plan that seeks to identify opportunities, manage risk, protect and grow your wealth, and efficiently transfer a meaningful legacy to those people you love, and/or to those organizations you value.
Our client-centric approach allows for your goals, objectives, and risk tolerance to be properly considered and managed. As your needs or situation changes, our team provides up-to-date information to assist you in making prudent decisions regarding your financial future. We will be there proactively for quarterly meetings to track progress, help fulfill financial goals and be by your side thru life changes and financial challenges.
Acting in a fiduciary capacity, we put your needs first and always act in your best interest. As an independent advisory firm, we are free to recommend only those products and services that truly address your needs.