We work with women business owners to help them become more engaged in their financial life. Our clients work with me as their primary, trusted advisor taking a holistic approach to achieve their goals and to consolidate and simplify their financial life so they can focus on what’s important to them. For business owners, we also set up and review retirement plans for their business.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Tryline Private Wealth of The Princeton Group is a separate entity from WFAFN.