I'm a wife, mom, entrepreneur, retirement planner, business and investment advisor.
I’m an Investment Advisor working with multiple financial services and Accredited Fiduciary serving individuals and firms. With more than 20 years of experience I specialize in offering comprehensive investment ideas, managements and retirement planning largely in the science, medical and research industries. As well as owners of small scale businesses.
My goal is to simply the complicated world of help client preserve there hard earned assets.
My specialties are:
+ Wealth Management
+ Investment Advice
+ Retirement Planning
+ Individual & Trust Investment Account
+ Crypto investment
+ Growing Start-Up Organizations
l am so committed to being a resource to my clients and investors that my professional motto is,"If I
can't help you, I know someone who can."
To learn more about how i may be of service to you here’s how you may reach out to me.
www.blockchain.com
Let’s Connect 📩📩
(414) 775-8410 or [email protected]
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Day | Followers | Gain | % Gain |
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August 17, 2023 | 11 | +2 | +22.3% |
July 06, 2022 | 9 | +1 | +12.5% |
May 30, 2022 | 8 | +1 | +14.3% |
December 10, 2021 | 7 | +3 | +75.0% |