Among the many lessons I learned growing up, I was taught to value people and the meaning of a hard-earned dollar. I remember, as a young girl sitting at the kitchen table, my parents explaining a budget and the importance of saving for the future. These lessons empowered me to understand the role money plays in our lives.

Allowing someone into the world of your finances is deeply personal and it is important to select someone with a wealth of knowledge, personal experience and a willingness to form life-long relationships.

I am dedicated to helping others who are fearful about investments or money matters. My motto is, "Let me do the worrying for you!"