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My Mission

My mission is to educate and empower you to make good financial decisions that impact you and your family today and in the future.

My goal is to get to know and understand your needs, wants, and long-term goals before making any recommendations. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation, and that you feel confident about.

As a wife and mom of two boys, I understand the challenges families face today. I embraced unconventional wisdom and strategies that changed the trajectory of my finances. Because of my personal experience and training, I am uniquely equipped to help you create a solid financial strategy.

With me as your financial partner, personal financial challenges like eliminating personal and student loan debt, saving for college and/or retirement, don’t have to be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals.

I believe in thinking “out of the box” and I am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of my primary goals is to develop a long-term, trusting relationship with you.

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