Many of our clients are smart, capable women who truly desire a caring advisor whose passion is to empower them to live life on purpose!

They want an advocate that speaks their language, listens with empathy and understanding and guides them toward financial security.

Our mission is to manage our client's money and provide sage financial advice to help them live the life they desire!

 

 

 

 

 

 

 

WCA Logo 2014-2020
 

Women's Choice Award Recipient for 6 Consecutive Years

 

The only national recognition program for well-qualified advisors committed to the women's market.  The Women's Choice Award for financial advisors is the premier recognition award earned by advisors who are providing the highest level of quality service to their clients. 

These award recipients have been evaluated through a rigorous evaluation including an extensive evaluation process using 17 objective criteria. In addition, the advisor is required to submit letters of validation, substantiating their good standing, and undergo our background review. 

"This recognition demonstrates my total commitment to all clients, but allows me to further showcase my commitment to the women's market for six straight years."

 

The Women's Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 12/31/2019, of the 542 considered, 169 were awarded, www.womenschoiceaward.com.