\r\n\r\n\r\n\r\nUntitled Document\r\n\r\n\r\n\r\nWhen planned or unplanned life-changing events occur—such as receiving an inheritance, selling a business, retiring, or, sadly, losing or divorcing a spouse—individuals often are faced with sorting through emotional uncertainty while simultaneously having to address complex financial decisions. I have spent more than 16 years helping my clients manage change, successfully navigating to the next chapter of their lives.\r\n My wellness background, having worked as a licensed\/registered dietitian prior to transitioning to financial services, greatly influences my practice today. That background, combined with more formalized training in financial transitions planning at The Sudden Money® Institute, enables me to focus on the wholeness of my clients’ lives. I offer each client an environment of respect, dignity and attentive service. But what clients most appreciate about working with me is the compassion I show for their well being and diligence in designing compelling, lasting solutions during a chaotic time in their lives.\r\nProfessional Accreditations\/Education \r\n\r\n Series 65-NASAA Uniform Investment Advisor Law Examination \r\n Certified Wealth Strategist®, Practitioner (CWS®)\r\n Long Term Care Professional (LTCP)\r\n University of Central Florida, post graduate studies in financial planning, healthcare administration and risk management\r\n University of Tennessee, Knoxville, B.S., cum laude, dietetics and nutrition science\r\n\r\nIndustry Involvement \r\n\r\n Advisor with The Sudden Money® Institute\r\n Member, Financial Planning Association; Society of Financial Services Professionals; Society of Certified Senior Advisors and American Association of Long Term Care Professionals\r\n Fellow, SunBridge Legacy Builder Institute\r\n\r\nUp Close\r\nPreviously served as Principal and Chief Compliance Officer for FMR Wealth Management, LLC , a State of Florida Registered Investment Advisory Firm, and as Vice President of Financial Management Resources, Inc.\r\n Member, Florida Executive Women’s Association; Winter Park Chamber of Commerce and Women’s Executive Council\r\n Executive Board, Treasurer, Central and North Florida Alzheimer’s Association\r\n Alumna, Class X, Leadership Winter Park\r\n Served for 19 years in Florida as a registered and licensed dietician\/nutritionist, specializing in critical care nutrition, and as Administrative Director of Hospital Nutrition Services\r\n Enjoys gourmet cuisines, wine tasting, bicycle riding, fitness activities and travel\r\n Florida native, from Miami, the second of six siblings\r\n Joined Sequoia in 2011\r\n\r\n\r\n\r\n
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.