My passion is educating, inspiring and empowering women to be on top of and in control of their finances. I specialize in retirement planning and helping women (pre and post retirees) achieve their retirement goals and combat their biggest financial fears: losing money and running out of money in retirement. My goal is to successfully help my clients implement strategies that take the fear out of investing and instill a sense of control and security. My clients have investment assets of $250,000 or more.

Top Connections view all

Marita Lynn
Pamela Kennebrew

Services / Products view all

  • Financial Planning, Tax Return Preparation [more]

Please Wait