High Net Worth Clients
As a former premier advisor at a regional bank, my specialization was serving high net worth clients. Over time, I gained valuable insights into your specific needs and requirements. While you may lead typical lives, your financial circumstances are unique.
You want to partner with someone who can lay a roadmap to success in helping you to achieve your goals. As your financial advisor, I bring a fresh perspective and can identify opportunities and solutions that you may not have considered. My prior position taught me essential skills in catering to high-net-worth individuals like yourself. I would be honored to provide my experience and support and help you navigate your financial journey.
Mature Professionals
Are you an individual with a comfortable income, aged between 35 and 65? Do you have a spouse and children and find yourself contemplating how to navigate as you approach the golden years? I focus on assisting clients who fall in this specific demographic because I too am a part of it. We all aspire to achieve success in various aspects of our lives, be it as a dedicated parent, accomplished entrepreneur, influential community member, or any other definition of personal accomplishment. I understand the desire to make well-informed decisions for the future. Let me help you. Allow me to be your copilot in decision making for your long-term goals while providing tailored strategies along the way.
Artists and Entertainers
I bring a unique perspective and a fervent desire to contribute to your goals. If you are feeling stuck financially despite your unwavering determination to succeed, I can offer valuable assistance. With 25 years of experience as a dance teacher, I have always felt a deep connection with artists, entertainers, performers, the LGBTQ+ community, and minorities. My passion knows no bounds, and I possess a natural ability to think creatively. I am eager to offer my services and help make a positive impact in your endeavors. Let me have the privilege of assisting you.
Living Through Life Transitions
Have you ever found yourself overwhelmed by the challenges life throws your way? I have been there too.
What if you knew all along that you had the power to take charge of your finances, and make sound decisions? Countless individuals experience transitions in their lives, and there are moments when we are forced to take control. It is in how we navigate those changes and challenges that we discover our strength. What if you realized sooner than later that you do not need anyone else to provide that stability and security for you?
You CAN create wealth for yourself. You can seize control of your financial life and shape it according to your own desires. I stand as living proof of what you can accomplish. Let us talk!
You CAN create wealth for yourself. You can grab the reigns of the financial portion of your life, take control, and do with it what YOU want to do. WE ALL can accomplish remarkable things. I am living proof of what you are capable of. Let’s talk!
