As a 3rd generation woman-owned small business, I want to take the time to understand what makes you unique so that I may provide financial advice and solutions that help you grow, manage, protect and plan for the future.
I specialize in helping business owners, veterans, LGBTQ+ and minorities meet their goals and objectives. I enjoy connecting my clients to resources that benefit their vision and mission.
I believe the starting point of any financial conversation should be about you. I want to know your story. I want to learn about your family, your priorities, and your goals.
I listen to what’s important to you and design a financial plan with multiple strategies and options. Your plan will be specifically designed to help you achieve your goals and to make your vision a reality. I will teach you how to operate in your “Why”.
I will help you with your personal credit, business credit, scalability, lendability, cash flow, tax efficiency, employee benefits, risk assessment succession planning and exit planning.
My areas of expertise include:
Business Continuation Planning
Business Risk Management
Business Succession Planning
Business Credit Consulting
Business Cash Flow Consulting
Business Revenue Strategies
Employee & Executive Benefits Planning
Qualified Plan Design Assistance
Qualified Plan Employee Education
Financial Planning
Credit Consulting & Financial Literacy
Retirement Planning
Disability Income Planning
Life Insurance Planning
Long Term Care Planning
Q: Please tell us a little bit about your family.
I live in Havre de Grace with my husband Steve, our Son, Will, his Partner Lys, our Granddaughter Lily. We have a little farmette and have horses, goats, dogs, cats, ducks and chickens.
Q: Please tell us about your current, past, or future career. What do you love most about what you do?
I spent a lifetime growing up in small business, I was a business banker and credit officer for 15 years and started my business in 2021. I love helping people turn their visions into reality. It sounds corny but it’s so true.
Q: What are a couple of your favorite restaurants in our community?
La Cucina, The Vandiver, The Vineyard, Sean Bolans, Barretts on The Pike.
Q: How long have you lived or worked in our community?
18 years.
Q: Who is the most interesting person you’ve met here in our community?
This is a hard response based on my community involvement for so many years, it’s hard to pick just one.
Q: What is one of your favorite movies? TV shows?
I love Big Bang Theory.
Q: What advice would you give to people?
Stop wasting your time and energy on people committed to misunderstanding your “why”. It’s OK to enjoy life, we don’t work so hard to not have fun!
Q: What current or former local business makes you the most nostalgic about our community?
I love Jo Retro in Havre de Grace and all the awesome antique shops everywhere.
Q: If you could choose anyone that is alive today and not a relative; with whom would you love to have lunch? Why? And where locally would y’all meet for this lunch?
Denise Thomas, a famous motivational speaker who has changed my perception of myself this year. We would meet at Barretts on the Pike.
Q: What is your favorite thing or something unique about our community?
I love that Harford County literally has everything I love from farmland, to small businesses. I fell in love with it at first sight in 2005.
Q: Where do you see yourself in 5 to 10 years?
I see myself running a multi-partner firm led by women.
Q: (Even for friends or family), what is something interesting that most people don’t know about you?
I was going to be a Navy Nuclear Engineer at one time.
Q: What would you rate a 10 out of 10?
My Granddaughter for people. La Cucina for food. Jo Retro for shopping.
Q: Who inspires you to be better?
Denise Thomas as per above and my husband Steve.
Q: Finally, what 3 words or phrases come to mind when you think of the word HOME?
Family, Fur Babies, Snuggles.
