When was your company founded? I affiliated with RFG Advisory as an independent financial advisor in October 2019.
Number of employees: We have three employees in my office.
What are your primary products and services? We provide holistic financial planning and investment management. As a financial advisor, I analyze financial statements, tax returns, cash flow, risk profile and budget to define a clear path towards goals. Using a holistic approach to financial planning, we consider goals, objectives and values to build a customized, comprehensive financial and wealth-building plan. I’ll guide you through life transitions along the way.
What sets your company apart? We have a passion for empowering women of all ages and seasons of life with the financial knowledge and confidence towards financial independence. My goals-based approach to financial planning, coupled with a diverse background in tax, consulting and academia, allows me to provide not only comprehensive, tax-efficient financial planning, but also the support to stay on track and education and coaching through various financial decisions.
Milestones & Awards: I have 20 years of tax, accounting, estate and trust experience coupled with a Ph.D. in Financial and Retirement Planning. I have won awards for both work in financial planning and teaching.