My life-long passions are saving, investing, and owning my own business. I am fortunate because from an early age my mother and grandfather, a business owner, taught me the value of saving and investing. As a business owner, my grandfather was a true inspiration to me–with his winning combination of intelligence, kindness and determination.
It took me a few years of life experience following the completion of my undergraduate and graduate degrees before I was ready to select the career path that was right for me. When I realized that financial advising was my true calling, I began my training and worked for a big firm. Before long it was clear that our values were not aligned. I wanted to help clients make good financial decisions in all aspects of their lives and my firm wanted me to sell products, especially those that would make the firm the most profit.
To fulfill my values and philosophy of partnering with clients, my next step was to meet my business partner and together we formed a boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophies of aiming to create a better life experience for clients were beautifully aligned.
Growing up surrounded by a family-owned business inspired a unique expertise and passion for assisting entrepreneurs and business owners. Today I find great fulfillment in helping successful individuals and families make smart decisions about their money and avoid costly mistakes, so they can achieve all that is most important to them. I am truly committed to helping clients create, preserve, and successfully transfer their wealth.
