Savvy Ladies Volunteers
Volunteer’s Bio
I have always been interested in finance and wanted to be a financial planner before I even knew the term.
One of my favorite aspects of being a financial planner is having the opportunity to help people. I love educating and empowering people to organize their finances in a way that provides them with peace of mind. It is incredibly rewarding to be able to analyze the pieces of the financial puzzle and put them together in a way that aligns with each person’s personal objectives. One of my main goals is to help simplify the process and create an environment where clients feel comfortable sharing their values and goals so that we can create a plan that works for them.
On a personal note, making a positive change in the world is important to me and I love hearing about how others seek positive change. Everyone has something that they want to nurture and help grow – whether it be raising a family or saving the environment – and I look forward to hearing about them all.
Areas of Expertise (as specified by volunteer)
Budgeting;Family Finances;Investing;Retirement;Wealth Management
