Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
It has long been my ambition to have a positive impact on people’s lives. To assist them in making good decisions with their finances during the most trying of times. I have found that most people seek out someone to trust with financial advice in their lives. I strive to be that person that people turn to.
I work closely with families and closely held businesses, helping them put strategies in place for a successful future.
In addition to my passion of making a difference in people’s lives, I enjoy working with non-profit organizations, such as Reason to Give, Gamma Phi Omega International Sorority, and Latin American Chamber of Commerce (LACC).