“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)

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)


Rebecca enjoyed meeting Nancy Lopez during Baird's sponsorship at the Executive Women's' Golf Association (EWGA) event held in Williamsburg, VA in April