Executive Financial Advisor

The fight for financial independence is truly the fight for freedom, equality, and control of your future. But because many of us, particularly women, were never taught how to think about building wealth; it might appear to be a daunting task. This is why I took it upon myself to help my clients, young and old, men and women, to understand the importance of having an investment strategy, how historical, political, and economic forces impact our investment choices, and why ongoing financial education is potentially critical to creating a viable retirement plan, as well as generational wealth.

My mission is to help as many people as I can with sound financial advice, innovative investment strategy, and timely retirement planning. Everything I do is to empower, educate, and elevate the lives of the people around me.

My team and I are committed to publishing free financial education content, and a lot of it. We want people to learn, get empowered, and take control of their financial future. As an educator, mentor, and advisor, my goal is to make sure that anyone looking for reliable, actionable information can find it.

My passion is to also help women become financially literate by offering uniquely tailored books and blogs, and lectures designed to address women’s concerns when it comes to investing. Women are looking for a safe place when it comes to financial advice. They certainly don’t want men who may make them feel they don’t belong in a male-dominated financial world. My staff at Cinergy Financial have created a safe place for women to come in and have all their questions answered with sincerity and compassion.

I believe this knowledge can help investors like you change your investment mindset, improve your investment outcomes and be part of creating a sustainable retirement foundation.

If you are ready to take the next step, visit Cinergy Financial and book an information call with me or my staff.