Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
See footer below for group’s social profiles >
Big news for parents. Curious about the Trump Accounts? Here's the scoop: - Starting July 2026, you can save & invest up to $5k/year for your kids until they're 18. - Distributions from the accounts cannot begin until your child turns 18. - They work like IRAs - offering tax deferred growth and can later be transferred to an IRA. - Kids born between 2025-2028 can get a $1,000 government boost to kick things off. - More details to drop by July 2026 - stay turned, we've got you covered! This is a potential benefit for your kids' future. Share this with other parents. #StartEarly #SaveForKids #FinancialFuture Source: https://docs.rbcwealthmanagement.com/us/68789-big-beautiful-bill.pdf
JOB OPPORTUNITY: We're seeking to add to our female-run and planning-oriented team. We've got a great client-focused culture and are growing fast, so there is opportunity for further career development. Personal finance nerds welcome. :) Learn more about us here: EmpowerHouseFinancial.com. DM me for the official link to apply.
I am honored to be named for the first time to the 2025 Advisors to Watch award list by AdvisorHub, a prestigious national ranking of only 250 Financial Advisors that sets the highest bar for excellence in financial advising, growth, and recognizing the best of the best - men and women alike. Having previously been celebrated on the yearly WOMEN Advisors to Watch award list by AdvisorHub, this achievement hits harder, because it reflects my relentless drive to deliver unmatched service for my clients, not defined by gender, but by results! My team and I put our all into building trust, crafting strategies, and empowering your financial future. Cheers to excelling without any gender qualifiers and helping you to thrive! #AdvisorstoWatch #ClientsFirst #NoQualifiers