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Intentional, Heart-Centered Financial Planning for High-Achieving Professionals
100 N Tryon St, Charlotte, NC 28202, USA
Yes
B.S. Business Administration, Business Administration and Management, SUNY Geneseo
Investopedia Top 100 Financial Advisor 2023 | I was also honored as one of Rochester's FortyUnder40 in 2012. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.
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