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5 Times You’ll Be Able to Teach Your Kids About Money Management
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My team and I have built a national financial planning practice specializing in helping physicians, veterinarians, business executives and their families create financial plans that promote peace of mind at every stage of life.
When I started my practice, my vision was to collaborate with women to take control of their finances. I love what I do and I am proud to work predominantly with fast paced women and their families. As that passion continues to evolve, I have partnered with my colleague Tina Davis to reduce the gender gap in financial services as a Growth and Development Director. My purpose is to meet driven women who are feeling under challenged, under paid or out of balance. Whether we work together on your finances, become colleagues or create an unstoppable network of women, I am here for it!
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4