Cindy Viner, Senior Wealth Advisor
Shauna Selig, Senior Wealth Advisor
Alice Southall, Assistant Providing you peace of mind - that’s what we do. Taking another to-do off that full plate of yours, we partner with female executives, professionals, and entrepreneurs who are looking for an advisor who truly cares, provides a safe space for comfortable conversations, and listens to your needs and wants. We’ve been there - divorced, restructured out of a role, dealing with the death of loved ones, and caring for sick and aging parents. It’s a lot on an already full plate and adding a financial plan as another “To Do” seems overwhelming. But you know it’s something that needs to be addressed. It keeps you up at night; not having a plan, not knowing if you’ll reach your goals, or maybe, what those goals even are. You’ve earned, you’ve saved and built a portfolio of investments, but you’re not really sure how that plays in to your future plans or if what you’ve been doing really is the right thing. So let’s give you that one piece of your mind back that will also give you some peace of mind. Reach out and let's connect - it can be over a coffee, a glass of wine or virtual. We've got you. Contact: [email protected] / [email protected]
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