Alliance Financial Group
About
.
As a trusted Financial Representative, my purpose and drive is clear: to provide women with the financial guidance and strategies to live a life of abundance. My overarching mission is to not only empower my clients and women with financial independence, but to ensure they have a true foundation of financial literacy. While I thrive in a variety of financial disciplines, I focus my knowledge on helping women plan for their own financial longevity and enjoy their retirement with confidence.
A 18-year veteran of the financial services industry, I specialize in assisting my clients’ wealth accumulation, minimizing levels of risk, defending against financial hazards, and enhancing their net retirement income. An entrepreneur at heart, I have dedicated my career to helping people develop and discover their financial acumen and independence. I truly enjoy working with clients to reveal hidden threats and capitalize on new opportunities that protect and grow wealth.
Today, I am the director of Girls Going Places Fort Myers, which focuses on enterprising and community-minded women between 12-18 years of age. I discovered my passion for helping clients become more informed and empowered investors. Working from that foundation, I have expanded my outreach and continue to educate women of all ages.
Awards & Recognition’s:
Volunteer of the Year (2015), Florida Gulf Coast University SBDC
Volunteer of the Year (2015), The State of Florida Small Business Development
Recognized in The Guardian Hero Program, 2011 & 2012
Advocate of the Year (2014), Make A Wish Foundation South West Florida
4 time qualifier of Guardian Leaders Club (which recognizes the highest standards of advisory performance and service to clients, the company, the community, and the financial services industry as a whole)
girlsgoingplaces-afg.com