Sports & Entertainment Accredited Wealth Management Advisor ℠ (SE-AWMA ®)AAMS® (Accredited Asset Management Specialist)My passion is in guiding my clients towards financial freedom and success. I strive to create tailored strategies that align with the unique goals and challenges faced by women and athletes in today's dynamic world.For Women: Empowering women to take control of their financial future is my driving force. I understand the distinct financial aspirations and concerns of women, and I'm committed to providing personalized solutions that help them achieve their dreams and aspirations. Whether it's planning for major life milestones, investing wisely, or breaking through the glass ceiling, I am here to be a trusted partner every step of the way.For Athletes & Entertainers: As a former collegiate athlete, I strive to understand the financial opportunities and complexities that collegiate and professional athletes encounter throughout their careers. My Sports & Entertainment Accredited Wealth Management Advisor ℠ (SE-AWMA ®) provides me with the in-depth knowledge to partner with athletes and entertainers and help them capitalize on opportunities with the goal of financial longevity. I’m excited about newer revenue opportunities for young athletes (i.e. NIL (Name, Image and Likeness). My goal is to help them succeed as much off the field as on the field by building a solid financial foundation for a secure and prosperous future beyond sports.My Approach: I believe in building strong, lasting relationships with my clients, grounded in trust, transparency, and open communication. By actively listening to your needs and objectives, I develop comprehensive financial plans that are adaptable to life's ever-changing circumstances. Together, we will navigate the financial landscape, tackle challenges head-on, and seize opportunities that align with your long-term vision.I am excited to connect with individuals seeking to take charge of their financial future. Whether you're a trailblazing woman eager to embrace financial independence or an athlete looking to secure your wealth beyond sports, I'm here to be your reliable advisor and confidante. My Background: Over thirty+ years experience in various roles across several industries and with everything from tech startups to large, high-profile companies. Roles: Financial advisor, financial underwriter, actuary, programmer, website designer, business analyst, marketing consultant, project manager Financial exams: Series 7 & 66, Insurance/Annuities
Listed skills include Business Analysis, Process Improvement, Business Process, Program Management, and 16 others.