Savvy Ladies Volunteers

Volunteer’s Bio

Transitional Divorce and Widow Counselling, Cash Flow and Budgeting, Portfolio Analysis

Since starting my career in Dallas, I've had the privilege of assisting families by helping them make smart wealth decisions, so they can maximize the probability of achieving their dreams. I've also successfully worked with widows and divorcees in their transition to financial independence. The most fulfilling aspect of my job is when I feel that I have truly earned the trust of my clients and have made a difference in their lives

Areas of Expertise (as specified by volunteer)

Divorce and Money;Investing;Marriage and Money;Retirement;Wealth Management

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