Wealth Strategies

The American Rescue Plan Act

American Rescue Plan Act

Life insurance designed for people living with diabetes

Military Families 

Getting involved:

    Sip and Send's Holiday For Heroes

    Eight years ago, Holiday for Heroes was born when Sip and Send's Jonette Kessack learned just how few day-to-day supplies our service men and women receive. Each year they "adopt" a local service member and take on their entire camp. Learn more>> 

    Toast to Our Troops

    Code of Support Foundation is dedicated to leveraging the nation’s full spectrum of resources to ensure all members of our military, veterans and their families receive the support they need and have earned. Learn more>> 

    Warrior Dog Foundation 

    The Warrior Dog Foundation strives to educate the public on the importance of K-9s in the combat environment, and showcase the level of sacrifice these dogs give in support of our troops. Learn more>>

    Hero Dogs 

    Hero Dogs raises and trains service dogs and places them free of charge with our nation's Veterans to improve quality of life and restore independence. Learn more>>

    Wounded Warrior Project

    Honoring and empowering Wounded Warriors. Learn more>> 

    Snowball Express

    Snowball Express serves the children of our fallen military heroes. Learn more>>

    Women Investors

    “There is a woman at the beginning of all great things”
    - Alphonse De Lamartine 

    As women,
    We realize during most life changing events you may find yourself unsure, not knowing what to do or have a tendency to make momentary decisions that can create negative long-term consequences to your financial future.

    As successful businesswomen,
    We have found that by working with a professional you can truly trust, you can gain the knowledge and the confidence in your abilities to make well thought out financial life decisions with a clear sense of direction.

    Therefore, our true value as your financial advisor
    Is learning your story, understanding what's important to you and earn your trust. By clarifying what you want your assets to accomplish for you, together we will reduce the stress and anxiety normally associated with making decisions.

    Resources for Women Investors
    Today, women control the majority of personal wealth in the United States. In working with many successful women over the years, we’ve found they share strengths and face common challenges as investors. (Read more)

    Buffett Says Women Are Key To Prosperity
    Billionaire Warren Buffett says he is optimistic about America's economic future because the nation has begun to unleash the potential of women. (Read more)

    Entrepreneurship Is The New Women's Movement
    Women are leaving the workforce in droves in favor of being at home. Not to be a homemaker, but as job-making entrepreneurs. By Natalie MacNeil A quiet revolution is taking shape right now among women. (Read more)

    Women's Special Stake in Health Care Reform
    Feeling squeezed by rising costs for health care insurance? You're not alone. Between 1999 and 2008, family health insurance premiums doubled nationwide, versus a 34% rise in family wages. (Read more)

    Turning Daughters Into Investors

    Women continue to lag men in their investing confidence, despite gains in pay relative to their male peers and husbands. (Read more)

    Next Generation 

    Is it time for financial advice?
    •Should I keep renting or is now a good time to buy a house?
    •How much should I be saving for my kid's college education?
    •When should I form my estate plan?
    •How much should I put away for retirement?

    The financial issues you face now are far different than those of someone approaching retirement. However, it’s often unclear where to turn for advice that will help you make thoughtful choices. That’s why I developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life. I customize my process according to your situation – ensuring we put together the right plan for your specific needs and goals.

    Is It Time For Financial Advice

    New Grad New to the Workforce
    Engaged Newly Married
    Growing Family