I've worked with investors just getting started and some of the wealthiest families in this country. I've implemented strategies to eliminate clients' financial stress, built investment portfolios that generated cash flow to support clients' lives, helped promote & improve better money habits, and developed the necessary financial systems for their finances to be managed on auto pilot.
Personal finance can be hard. There's a lot of information out there. It's hard to determine if you're doing the "right thing."
That's why I created FinPowered Female. I want this platform to be your go-to resource for all things money so that you may confidently grow your wealth, make smart & informed financial decisions, take advantage of financial opportunities and avoid making common financial or investment mistakes.
Visit the blog or come work with me to better your finances and ultimately better your life because of it!
Thank you for being here - I hope that I can in some small or big way, help you navigate the world of money and improve your financial life, if not today, some day.
My mission is to educate and empower you to take ownership of your financial lives so you can find a balance of living well today and building wealth for tomorrow.
I started my career at the #1 accounting firm in the country, at the time, and ended my corporate career at the #1 wealth management team in the country, at the time.
I loved my career. I loved helping clients. But I had two callings that wouldn't quiet down...spending more time with my kids and family AND entrepreneurship. So, I took a leap of faith and followed both my heart and my dreams of helping people build wealth without the confines of corporate America.
With over 13 years of financial & tax planning experience, I've helped hundreds of individuals and families navigate their finances, managed millions of dollars in assets, saved clients thousands in taxes and advised clients from entrepreneurs, 9 to 5'ers to CEOs.
I'm a Certified Public Accountant (CPA) & Certified Private Wealth Advisor (CPWA®) on a mission to help you better align your financial lives with what matters most to you so you can make financial progress, find financial peace and live well today knowing you're also financially securing your tomorrow.