Women & Wealth
While wealth can provide various options and opportunity, managing wealth can create stress and anxiety. I believe that the right advisor should collaborate with their client to provide freedom from worry and security for their financial future.
Money & Freedom
Women control over $11 trillion in the US. Most women, however, don’t feel supported or understood by their advisors. I partner with women to design a future which aligns personal, professional and family goals with their wealth to secure financial freedom.