As a financial advisor at Diamond State Financial Group, I help medical professionals and families pursue their financial goals and work towards securing their future. With multiple years of experience in this role and a background as a registered nurse, I understand the unique challenges and opportunities that healthcare workers face in their personal and professional lives. My mission is to educ
ate my clients on financial planning concepts, provide them with customized solutions based on their needs and preferences, and help guide them through every step of the process. I specialize in goal identification, risk management, employer and retirement benefits review, debt management planning, investment guidance, and tax strategies. I leverage my interpersonal skills, critical thinking, and MBA and WMCP® credentials to deliver high-quality service and results. I am passionate about making planning simple and empowering my clients to make healthy financial choices. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.”
