Meet the Experts
With our advisors’ average experience of 20+ years, we can be your greatest resource in planning for decades to come.
My 40+ year international career has shown me that tired cliches and pat answers do not help most families make better investment decisions. I’m here to change that by empowering women (and the men who care about them) to manage their financial lives with greater confidence and success.
Over the past 30 years I have helped women navigate change. Marriage, divorce, widowhood or retirement can have a profound financial and personal effect on one’s life. Understanding the whole picture, not just the investment portfolio, is why I am passionate about working with others.
Having had a terrible experience with my own divorce, I am passionate about helping couples put closure on their relationships with honor and respect, providing financial guidance to ensure that their settlements are structured so that BOTH parties get to keep more of their own money. Empowering individuals after divorce to become the next best version of themselves brings me constant satisfaction.
I really enjoy the point where my clients see their plan coming together. Someone facing divorce or financial difficulties can start at a scary, hopeless place. Seeing them transition to a place of hopefulness is priceless.
I find that every client is unique and I delight in helping people figure out how to make money work for them. Part of that involves taking the time to get to know clients and understand their goals. That’s the reason I became a Certified Financial Planner.
As a CFA candidate who has passed Level 1, I enjoy developing client portfolios that match their goals in life. With the right mix of investments, a successful financial future is possible. Rebalancing those portfolios keeps the money aligned with a client’s future.
In my two decades of experience in working with clients at investment firms, I see service as not just something to do as a job but is a part of who you are as a person: it’s a passion for helping others.
Believes that effective communication and thoroughness are the keys to getting tasks done correctly, and always strives to meet each client where they are in their financial journey.
I believe this is one of the most important areas where I can create an immediate and meaningful difference in my community. I have completed the CFP® Certification Professional Education through Northwestern University and am actively working to acquire my CFP certification.
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
Copyright © 2020 Better Money Decisions. Financial Wellness for Life® is a registered trademark of Better Financial Decisions, LLC. All rights reserved.