What does being a WIFS NE FL Member mean to you?
I find it very rewarding to work with other women in related fields. Developing relationships with other professionals, whether they be attorney’s CPAs, bankers, etc. has helped me build my business, and allowed me to refer my clients to others I trust for services they need. Plus, these women have become friends – always a bonus.
What is the focus of your work?
I’m a CERTIFIED FINANCIAL PLANNER™, so I work to help clients determine where they are currently, help them define their goals, and then work toward those goals. Beyond developing and managing the plan, I can help them meet various needs, including asset management and protection needs.
What is a fun fact about you?
I’ve been to 49 of the 50 states, and I’m a ballet dancer.