Overview

Registered investments advisor and personal financial planner. Specialty practices in retirement and women. MBA Finance. Cross trained in mediation. Certified Financial Planner and Certified Divorce Financial Analyst. In prior career managed global teams for high tech companies, in US and abroad. Frequent speaker, published author, former television host, Women On Money.

Looking for opportunities in Prescott, Sedons, or neighboring towns.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...