Liberty Minded LPL Financial Advisor. Certified Exit Planning Advisor (CEPA).
What's all that mean? That I have a special set of skills and a mindset that help me understand business owners and their goals on a different level than your average advisor.
My path to becoming a Wealth Advisor has been a unique one. Fresh out of college I worked in the hotel industry as an Events Manager. I then ran a small business (which is a huge reason why I'm so passionate about helping business owners). But something was missing. I loved being a business owner but it wasn't quite the right fit. After a ton of soul searching and exploring what it actually means to be a financial advisor I knew that was it.
After having the opportunity to work with a great firm I decided to go out on my own and Liberty Financial was born. (That business owner bug bit me early in life)
Outside of the office you'll find my husband and I with our pups outdoors. We also enjoy a great meal whether that's at home or a great local spot around town.
P.S. - If you're curious about whether we'd be a good fit or not, I'd like to invite you to book a 15 minute call to find out. Talk to you soon!