Call Me When... Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?
CPF, CTFA, CAIA, AEP
Board of Directors (for profit)
She and her team of colleagues build deep and lasting relationships with wealthy individuals and families to make their financial lives simpler and better.
Transition Planning Certification
Media and Entertainment
I help business owners reach their personal financial goals, educate their children about money, and give back to the community.