💎Dedicated to helping individuals, families, and businesses custom build, grow, and transition their goals, purpose, wealth, and legacy through guidance with focus on intensive planning, forecasting and analysis.
💥My greatest goal is to help people create and further establish their impact on the world in doing what they love while honoring their core values and principals.
👩🏼💻💼Highly accomplished business and finance professional with a demonstrated history of cultivating business growth, longevity in client relationships, increasing operational efficiency, risk and cost reduction, analysis and forecasting, and professional development focusing on increasing profit margins for startups, midsize, to multimillion dollar corporations across all industries and sectors.
⚖️💰Licensed Series 7 & Series 66 Financial Advisor - Financial Plans, Business Plans, Legacy Plans Helping Individuals, Businesses, and Families Formulate, Build, and Transition Wealth
🏘🏭Real Estate Sales and Management with a focus on financial analysis for maximizing profit margins in house flipping and rentals
☂️Insurance - Risk Management - Protecting Wealth and Business Integrity
Licensed Insurance Agent Life, Business, Accident and Health, Auto
🙋🏼♀️🤝Professional Networking - Strategic Partnerships - Building Better Business Relationships - Professional Development
Invited by: Marty Rae
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Day | Followers | Gain | % Gain |
---|---|---|---|
February 21, 2024 | 33 | +1 | +3.2% |
March 17, 2023 | 32 | 0 | 0.0% |
January 15, 2023 | 32 | +2 | +6.7% |
June 30, 2022 | 30 | +1 | +3.5% |
May 24, 2022 | 29 | -1 | -3.4% |
December 04, 2021 | 30 | +1 | +3.5% |
October 25, 2021 | 29 | +1 | +3.6% |
September 19, 2021 | 28 | +1 | +3.8% |