Diversity and Inclusion
Our firm is a diverse group of incredible women who each have a unique and personal experience when it comes to financial planning.
"We are the change we want to see in the world and we are proud to represent those we serve."
- Ashley
"Growing up in an Asian family, our retirement philosophy is the young takes care of the old. Now as a financial planner, I understand how to plan for my own retirement and become financially independent."
- Bri
"As a military spouse, I make major financial decisions every day for myself and my family. Financial independence and financial security are paramount to my daily life to support my spouse. As a woman in finance, I am proud to support and strengthen women in their financial independence journey so other women know they are not alone."
- Grace
“As a Latina member of the LGBTQIA+ community, it is important for me to be an advocate for others who are ready to plan for their future, despite adversity. Working as a Financial Planner gives me the opportunity to not only change that narrative for generations to come in my own family, but help others do the same ”
- Christy