How fortunate I am to have found a profession in which I can help make a positive difference in people's lives, utilize my intellectual skills, and make a good living. Because I serve as a fiduciary for our clients and charge a fee for my advice, I can sleep at night knowing I have a business model that is structured to best serve our clients. I started this firm over 28 years ago when not many women were Certified Financial Planners (CFP ®) nor were they owners of a wealth management firm. It was a bit lonely! Today I am so proud to say that we have a majority of women as Client Advisors, and our team represents a global viewpoint with teams’ birthplaces being in Spain, Canada & Serb