While retirement may mean the end of a career, to me this simply means more time to devote to my passion of helping to make people’s lives easier.
When my Father passed away, I was young and watched my Mother’s daily struggles to figure out how to manage her finances and learn the necessary skills she needed to carry on. This impacted me so greatly that it not only fueled my desire to understand how to manage finances and work in the Financial Industry, but it also ignited a flame in me to start my own business helping others who, like my Mother, may be going through similar experiences.
With 35 years of experience as an Investment Advisor Assistant, I have strong organizational and administrative skills, as well as a broad understanding of financial and documentation management. I am compassionate and have a desire to understand the unique challenges that come with life’s transitions, and can provide assistance when people don’t have all of the know-how, time or resiliency to tackle these challenges on their own. My mission is to help establish a sense of clarity, stability and hope.
I would be happy to meet with you to discuss your specific needs. I look forward to hearing from you.