Women Behind the Millions Podcast

I'm thrilled to have been featured on the "Women Behind the Millions" podcast on the episode "Women Are the Future."

Throughout this episode, I'll be sharing insights drawn from my 20 years of experience as a financial advisor. Education for women in finance is a cornerstone of my philosophy, and I'm eager to delve into this topic with Jessica. Together, we'll explore the power of mentorship in fostering growth and empowerment within the financial industry.

From strategies for diversification to navigating the challenges posed by COVID-19 on businesses, Jessica and I will cover a broad spectrum of financial topics, offering practical advice and personal anecdotes along the way. Join us as we peel back the layers of my journey, discussing the obstacles I've faced, the triumphs I've celebrated, and the unwavering dedication I have to guiding clients through their financial endeavors.

Here are some highlights from our conversation:

• I'll share the pivotal moments that shaped my career as a financial advisor, emphasizing the significance of teamwork and assisting families with wealth management and transfer.

• We'll delve into my passion for client care, which ultimately led me to establish my own firm. Running things my way allowed me to nurture a team and cultivate an environment focused on client-centric principles.

• Jessica and I will also address the importance and challenges of assembling the right team to support my vision and the needs of our clients.

Thank you for joining us on this enlightening journey. Together, Jessica and I are committed to demystifying finance, sharing personal anecdotes, and empowering women to take control of their financial futures.