Savvy Ladies Volunteers

Volunteer’s Bio

After a 40-year career in finance, including 25 years as a Chief Financial Officer, I made the rewarding transition to becoming a Certified Financial Planner because I wanted to help individuals and families achieve their financial goals. I founded Full Circle Financial Planning with a simple mission: to provide clear, transparent, and objective advice that empowers people to make confident financial decisions.

Financial literacy is rarely taught, yet we are all expected to navigate complex topics such as taxes, investing, risk management, retirement planning, and estate considerations. My goal is to draw on four decades of financial experience to help clients build a personalized roadmap that reflects their unique circumstances, values, and goals.

The greatest reward is hearing someone say, "I now see a clear path forward." That sense of clarity and confidence is what inspires me to volunteer and give back through pro bono financial planning.

Areas of Expertise (as specified by volunteer)

Budgeting;Career and Income;Family Finances;Investing;Retirement;Small Business Planning

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