A champion for women’s financial well-being and investment literacy, I further aligned my professional vision and service-minded goals when joining LOTUS Financial Partners. Taking a holistic approach in understanding each client’s unique financial situation, I explore every scenario, considering not only my client’s goals but their emotional connections to money. This enables us to create a plan that my client understands, and which empowers confidence for them to take the necessary steps to strengthen their financial future. Listening without judgment, I provide a personalized touch, paying attention to every detail. I foster an environment where my clients, often women, can feel comfortable, openly asking questions, and can find my compassion, empathy and deep understanding can help give them clarity and increased peace of mind. A fee-based, full-service advisor, my business approach is flexible so I can engage with clients in a way that best suits them.LOTUS advisory representatives are also part of Cambridge Investment Research, an internally controlled financial solutions firm focused on serving independent financial professionals. This gives us access to significant resources and ongoing training to stay up to date in the ever-changing industry. *CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. LOTUS Financial Partners and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

My in-depth understanding of financial securities coupled with my strong investment background, positioned me to expand my experience, guiding other financial professionals in achieving their CFP® certification. A 7-course program, my instruction focused on investment curriculum, aligning with the predefined learning objectives required by the CFP® Board. Leading a group of financial professionals in preparation to sit for the CFP® exam, I was instrumental in helping them acquire the knowledge necessary to earn their CFP® CERTIFIED FINANCIAL PLANNER™ designation. 🔹 Lead structured-pace program 🔹 Prepared lesson plans and approach for curriculum🔹 Students average 12-months of training to complete training curriculum 🔹 Ranked as the 15 Top-Ranked Instructor-Led Online Certificate Programs for the CFP Exam by Wealthmanagement.com, May 2021The CFP® consists of certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s requirements.

Recognizing an opportunity to address the financial mindset of women, I moved to a boutique firm, refining my practice focus toward empowering women with the confidence and security of understanding and taking “ownership” of their financial future.Creating a specialized approach, I leveraged my own personal experiences as a female investor to impart financial education while providing financial planning services. Investing time to understand my client’s needs, wants, and desires, I guided them toward gaining their financial independence and claiming a sense of financial security🔹 Approached financial planning from a female investment perspective 🔹 Engaged in conversations covering all elements of financial health🔹 Addressed financial implications during major life transitions🔹 Only approximately 20% of financial advisors in the U.S. are women

Guiding more than 200 families through the investment planning process, I assembled strategically focused recommendations to help achieve their financial goals. Evaluating their strengths and opportunities, I identified an investment path forward, assembling and implementing individual plans based on their unique objectives, tolerance, and preferences. Building long-term relationships, I fostered an environment of accessibility and trust, ensuring my clients remained disciplined through varying market environments and life transitions. 🔹 Managed portfolios from $200,000 - $7MM 🔹 Focused primarily on portfolio management and investment strategy🔹 Active portfolio management, meeting with clients quarterly 🔹 Held the direct relationship with the client🔹 Worked with individual investors

Building on my business intelligence, I began supporting brand portfolio consultants, managing portfolios valued between $200K - $3MM. As part of Schwab’s Private Client Practice, I assisted in the creation and optimization of highly focused client investment strategies, each specifically tailored to meet the client’s individual goals. From the transactional nature to navigating new complexities, clients’ needs shifted in relation to their risk tolerance. 🔹 Represented consultant in absence of Portfolio Consultant🔹 Conducted research to evaluate securities and investment options 🔹 Navigated the simple to complex🔹 Direct client interaction

Helping to fulfill customer requests and resolve customer issues, I was a direct interface with customers, providing focused, frontline customer support.