I have a passion for helping women who are facing one of the most challenging times of their life navigate estate transfer documents, insurance filings, retitling, bank accounts, etc. with ease, grace and compassion. My goal is to help build a confident financial future. I'll treat your mom like my own.

* Worked with small/medium size businesses to provide 401(k) plans for employees* Conducted annual plan reviews, assisted with compliance, and day-to-day plan management * Hosted on-site employee education workshops & individual retirement planning

• Evaluation and implementation of financial plans for customers• Skilled in utilization of insurance, annuity and investment products• Managed of business – 500+ customer accounts• Assets Under Management - $54,000,000• Assets gathered annually - $6,000,000

• Client account management, established new accounts, maintained relationships• Assisted customer with trades for stocks, mutual funds, annuities, insurance

• Office duties which included maintaining customer files/records• Responsible for calendar, customer reviews, processing documentation• Built strong customer relationship through dependable service

• Payroll administration for 135 employees• Handled all aspects of office operations including supplies, mail, correspondence