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Financial & Investment Services
Success comes in different forms, and it usually begins with a strategic plan. This is where I thrive. Having a plan working in the background, allows you to continue living your life fully and arrive in retirement with confidence. Whether you're navigating a divorce, figuring out your estate decisions, or hoping to find ways to reduce taxes– together, we create a personalized strategy that fits your needs. In 2017, I built a global, holistic health coaching business that allowed others who struggle with inflammation and gastrointestinal disease to reach their goals using established, personalized plans. These deep life experiences, a passion for people and an abundance of industry experience, equip me in guiding clients with their complex financial needs. If you'd like to connect, you'll find me serving in the Columbia Chamber of Commerce, Junior League of Columbia and teaching financial fundamentals to local schools and businesses.
It's a privilege to serve as an advocate with something so meaningful and intimate as a person's wealth. Today, I invite you to experience the dedication and focus you deserve. It all begins with a conversation. Let's get started.