When a client finds me it's typically because they are good at earning an income and would like to learn more about securing their money so it can stay in their world. The possibilities of loss for any reason (fire, theft, disability, death, market fluctuation, tax exposure, etc...) can be overwhelming and I help my clients realize what is most important to them. Then educate the client about their options and how they can take action to make a positive change for their future. The first thing they appreciate is the assets they've worked so hard for are here to stay. Second, organization and understanding of their personal finance. And third, a strategy to move forward into the future.Previously, I was a small business owner, so I thoroughly understand the time and financial demands an entrepreneurial lifestyle requires. A light bulb went on when this uncommon view on finance was introduced to me and I wanted to be able to share the things that I have learned and have changed my life. Soon after, I started to work with insurance and align with seasoned professionals so client have the complete knowledge of their options. It truly opened my eyes! Both of my parents had an early career in insurance and I have found my path. I am excited to have partnered with Strategies for Wealth and have the tools to support anyone in their most challenging of goals, financial confidence. I don't love to commute so I moved to the Financial District. If you are looking for me I'm probably giving directions to strangers, out finding the best new spots Manhattan has to offer or you can routinely see me running through Battery Park with my German Shepherd. (Yes, I have a GSD in NYC!)/COMPLIANCE:2022-2632/
Listed skills include Photography, Digital Photography, Event Photography, Photos, and 17 others.