Fiduciary advisor committed to addressing your unique financial planning needs
As an independent wealth management advisor, I specialize in financial planning and investment management for Individuals, Couples, Independent women,Women-led households and those nearing or in Retirement.
Hello...I can't wait to meet you!
I moved to Florida in 2010 from Michigan where I graduatedfrom Siena Heights University with a Bachelor of Arts Degree.
Florida is where I met my husband Carlos and we were married at Sacred Heart Catholic Church in 2019.
He and I enjoy spending time at the beach and with our dog Frankie.
We both love health and fitness and enjoy hitting the gym or bike riding to stay fit.
I've been in the Financial Services Industry for almost a decade and loving every minute of it. Nothing warms my heart more than being able to make a positive impact on my client's lives by helping them with their finanical goals and retirement planning needs.
I believe there is nothing more liberating than having financial independence and being able to enjoy life without the stress of finances and if Ican help you get there it is my pleasure to do so. I can't wait to meet you!
Why you should hire me...
Lead w/ Passion & Purpose
Educate & Grow
I care deeply about the people, missions and values that are important to you to help you map your journey to an extraordinary life.
I want you to have the knowledge and resources with solutions that not only improve your financial life, but they also make a difference in the legacy you wish to leave behind.
I establish partnerships built on honesty, integrity and transparency with my clients to implement solutions that help achieve success.
Easy To Understand
I believe you should understand financial terms and how well your strategies are working.
We're A Fiduciary
We Provide Full Transparency
This means I have accepted a legal obligation that requires me to put your interests ahead of my own..
I will tell you my fees up front.
I work with you to take control and feel confident about your future financial success that enables you to do your best work at home, in the office, and in life.
We will work well together if…
I love financial planning that's why I chose it as a profession. But YOU have a day job and I can bet the last thing you want to do with your free time is explore financial planning concepts that are relevant to your life.
You Want a Partner to Help You
Make Financial Decisions
Most schools don't teach personal finance or only offer it as an elective. As we get older, the burden of managing moneyfor ourselves or our families, prudently gets bigger, and it just makes sense to have help.
You Want To Do More With Your Money,
But Aren't Sure Where To Start
Your Finanical Situation Has Changed
You got a promotion, married, divorced or you're moving. With change, comes new financial dynamics. If something has changed in your life, we should talk about what that means for you, and how it will impact you going forward.
Whether you havespecific goals or are still figuring out what you want your future to look like, get experienced guidance on what your next financial steps are.
I believe that financial planning is appropriate for everyone who has made a decision to prioritize putting their financial life in order. A comprehensive financial plan is a detailed roadmap that provides clarity about where you are, control over key levers to your financial well-being, and confidence about making the most beneficial use of your earnings, spending, saving and investing. We help you make smart financial decisions that help you achieve your big life goals, financial independence and a comfortable retirement.
Retirement Income Planning
Let's find an income plan that fits your needs so you can focus on the most important things in your life.
Asset Management & Investments
Offered through Lincoln Investment
As your financial advocate and partner, I focus on you—your priorities, timeframe, and risk comfort — in order to ensure you make the smartest possible decisions with your money. I build both my relationships with my clients, and their portfolios, for the long term. Through the market’s inevitable ups and downs, we’ll provide you with perspective and guidance that helps you stick to your plan.
Life Insurance & Risk Management Planning
Protect what you love...Make sure your family and business are protected now and in the future with the appropriate insurance policy.
Long Term Care
Planning for your care now will set your mind at ease and help your loved ones.
Solo 401(k) Plans and Small Business Retirement Plans
401(k), SEP IRA & SIMPLE IRA Plans can help your employees save for retirement and may offer potential tax benefits for your business as well.
403(b)(7) & 457 Plans
Lincoln Investment is an authorized provider of 403(b)(7) and 457(b) plans for many county and community education providers in Tampa Bay and surrounding counties. Easy enrollment and a large selection of investment options provided by Lincoln Investment. Lincoln Investment offers mutual funds as well as risk based professionally managed portfolios.
College Savings Plans
College Tuition costs are growing every year. There are many ways to save for your child's education, let me help you navigate your options.
Protect your legacy and wishes for the future with Estate Planning.
When should you consider creating or updating your financial plan?
There’s never a bad time to create a plan. But, when life brings disruption or change, I can help you navigate new and critical financial decisions that help lead to success in your next phase.
Career Change or Job Loss
Death of a Loved One
Starting a Family
Starting or Selling A Business
Meet & Greet
Learn About Working w/ Us
I want to ensure we are the right fit for you. During this complementary call, I will get a sense for your goals, assess mutual fit, answer questions about our firm and pricing to affirm next steps..
Focusing on your concerns, goals and desires will allow us to understand your unique financial picture. You will learn more about my technology and next steps for onboarding and working together.
Make it Happen
Implement The Plan
I will collaborate with you to analyze and evaluate your financial status utilizingmy financial planning software and address the questions that are most top of mind.
I will present initial recommendations and action steps with the goal to commit to implementing the top recommendations.
Share your Vision & Get Organized
I will learn more about your vision of financial success to prioritize financial goals. I will also begin to collect information and help you sort through your financial documents.
I will meet periodically to focus on other financial topics, implement remaining recommendations, and reassess your plan as your life grows and changes over time.
Pricing & Fees
Starting at $1500
Based off of case complexity
Each office of The Lincoln Investment Companies has its own fee schedule. Therefore, the cost for similar services by another office may be higher or lower than the fee schedule shown here. Fees may also vary with complexity of the case or the scope of the services provided.If you choose to implement your financial plan through us, the financial professional will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the financial professional may affiliate. Security recommendations will be limited to products offered by the broker-dealer. Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm
Advisory Services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com
West Coast Financial Group, Inc. and the above firms are independent, and non-affiliated.
Tax, Legal, or Social Security claiming services are not offered through,or supervised by Lincoln Investment
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.