Experienced Financial Planner bringing expertise in tax law, retirement, succession and estate planning, management and education planning. Resourceful, hardworking and passionately dedicated to the financial planning field at individual and organizational levels.
Managing and founding partner seeking to share 20 years of education and experience in a pro bono capacity in order to serve her community. Results-focused financial planning professional with strength in high-level project visioning, organization and execution. Proactive leader with strengths in communication and collaboration. Proficient in leveraging professional skills and talent with passionate volunteers to achieve purposeful results.
After 15 years in financial services, formed a financial planning firm operating as a custodial and broker/dealer hybrid; creating an organic synergy between personal relationships, state of the art financial planning and cutting edge tools of technology
Actively supporting Blue Horse Mukwa Equine Retirement and Rescue Center in the capacity of financial support, animal care and as a foster resource.
Routinely take on Pro Bono clients in the capacity of personal financial planner and organizational financial planner.
Lifetime adopter at The Animal Conservators Center.
Volunteer experience instructing basic financial principles for various organizations in South Boston, Virginia.
Regularly participate in 5K and athletic activities in order to support local causes including: Girls on the Run, Back the Blue, Heart for Orphans, American Cancer Society, and Women's Health.
Certified Financial Planning Professional (TM) 2010-2021
Certified Divorce Financial Analyst 2008-2021
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