Services Offered:
- College Savings
- Estate
- Financial Planning
- Investment Management
- Retirement
- Taxes
Fee Structure:
- AUM
- Hourly
- Fixed/flat
Fee Only? yes
About Me
Top Issues
Environment
Equal Opportunity
Human Rights
My journey in finance started just after my transition becoming a military spouse. Having to move every three years, it was difficult to reinvent yourself and find new employment each and every time you were assigned somewhere new. Over the years I have done everything from teaching high school mathematics to preparing taxes and financial counseling, the latter of which I was happy to make my career.
After an excruciating divorce, I was forced to reevaluate all aspects of myself. I realized that I was not content simply doing financial counseling. As a counselor, there are strict limitations and I could not act as a financial adviser or a financial planner in any way. Being frustrated by this limitation made it clear that financial planning is my true calling.