I am passionate about connecting with individuals and families to build long-lasting relationships. Through the financial education and planning process, I help people organize, prioritize, and accomplish their vision and goals. Listening to and advising clients on topics such as cash flow analysis, investment management, tax planning, estate planning and retirement preparation are my main areas of focus, but each client has a unique situation and may require a different approach. I'm an active volunteer in my community, providing mentorship and education to women and socioeconomically vulnerable groups on job readiness and financial literacy topics. I am a CFP® professional with a BS in