Describe your job/company.
Our goal is to help individuals and small businesses grow their assets and protect what is most important to them regarding their financial future. We help our clients develop a clear cut plan to achieve their long term financial goals, while educating them on the "whys & hows" of each step.
Business Exit Strategy: How to plan for retirement
This session will educate business owners on how to plan for retirement, including how to use the business as part of the retirement picture. We will discuss all retirement planning options, how they may be of benefit to the business currently, and how to protect and set up the business from a financial standpoint to prepare for the day you exit your business.
What do you do for fun?
I am a retired professional singer so I love to sing. I also enjoy volunteering with FCA and other youth programs. In any extra free time, I read a lot and spend time with my large Charlotte family.
Three awesome things you’ve done / you’re proud of:
- I traveled internationally and won awards as a professional opera singer.
- Last year, I won a planner of the year award for the service and care of my clients.
- My husband and I were a part of building the Charlotte area Fellowship of Christian Athletes.