History
Originally part of a large national firm from 1999, our paths diverged when it became clear I was more interested in being a partner with clients and using the training and knowledge to guide rather than a sales agent. Not having to make a monthly sales quota allows me to be concerned solely with the what is best for the client with no pressure to sell.
Specialties
We realize first and foremost that we are taking care of people, not just money. We are especially concerned with helping women who are 'single again', as this is a new journey for them and we understand what it takes to be on your own. We work with all people in all situations to help them develop a plan to work towards creating financial security. Knowlege and education are very important to us, and we are continually learning and teaching.