Twenty three years of investment management experience. I am a fierce advocate for the women investor who may be managing life's milestones. Since 2006, I have obtained the CERTIFIED FINANCIAL PLANNER™ certification and the Indiana Life & Health Insurance Producer License.
I focus on conversations in retirement planning and managing assets for your lifestyle. I concentrate on the education and empowerment of clients in organizing their financial life. I also work with your attorney during the divorce process to help show the short and long term ramifications of presented proposals.
In 2013, I contributed quotes that were utilized by author, Kathleen Burns Kingsbury on the topics of Advising and Couple Dynamics as well as The Modern Couple in her publication "How to Give Financial Advice to Couples: Essential Skills for Balancing High Net Worth Clients Needs" http://www.kbkwealthconnection.com/advising-couples/
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Securities offered through First Allied Securities, Inc., a registered broker dealer, member FINRA/SIPC. Advisory Services offered through Lakeside Wealth Management Group, LLC, a registered investment adviser. Lakeside Wealth Management Group and First Allied Securities are not affiliated entities.
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