One of my passions is helping people make good decisions. Being a Financial Advisor affords me the wonderful opportunity to assist and manage people’s financial planning every step of the way through their life. I especially love working with women who are perhaps victims of divorce or widowed in assuring them their financial future can be secured with proper management and planning.
I love making a company thrive; it is the cornerstone of success as an entrepreneur. It embodies many factors, not the least of which is organization, goal-planning, marketing and budget analysis. I have had over 30+ years of doing just that in various aspects of business. Having worked and organized various business offices throughout San Joaquin County and San Francisco to having worked special clearances in two foreign military bases in South Korea for a Brigade Commander – I have had a lifetime of experience in managing successful business operations.
I love to market and provide the best in service and quality to our clients. I will be looking forward to working side-by-side with my husband who is a seasoned Advisor in the near future.
Some of my favorite sayings are:
“Those who fail to plan, plan to fail”
“Experience is irrelevant. Accomplishments are everything.”
“Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.” Thomas Jefferson
“Along with success comes a reputation for wisdom.” Euripides