Financial Cornerstone Group began with the mission to serve clients with compassion and the heart of an educator. Today, that mission is as important as ever.
A culmination of nearly three decades in the wonderful world of finance, my services include tax-strategic financial planning, investment management, insurance/protection guidance, and charitable planning. Most of the clients I serve prefer to trust a professional to manage their investments day-to-day and ensure that their financial plan continues to meet their needs, goals and desires.
As true fiduciaries, we help provide our clients with peace of mind, and the confidence that we always have their best interest at heart. One of the most gratifying experiences in my daily walk as an advisor is that moment when a client feels empowered enough to believe that with careful planning, diligence, and commitment, the future they dream of is truly possible.
As independent advisors, we are extremely fortunate to have access to a wide range of planning tools, industry resources and expert guidance. As our practice has developed, we have adopted cutting-edge technology that offers us the ability to provide incredibly in-depth, customized, tax-efficient financial planning. To help our clients make the most well-informed decisions, we communicate regularly with their attorneys, CPAs, mortgage specialists and other professionals.
While I very much enjoy serving multi-generational families and fellow entrepreneurs, there is a special place in my heart for helping to educate, equip and empower women, especially those who have lost their spouses due to death or divorce. My experiences as the daughter of a twice-widowed mother and reluctant divorcee myself have given me a deep understanding of the grief, concerns, and fears unique to these losses. My own journey instilled in me true empathy and the desire to offer hope and confidence to women who may not have thought either could be possible.
I’m so thankful to be surrounded by a team of generous, caring people who share similar values, faith and passion for serving others. Our team – with the help of our clients – supports a number of area nonprofit organizations, including the Children’s Hunger Project, Endeavour Elementary School, Sew Love, and the Basket Brigade. I have enjoyed serving our amazing community on several boards of directors and am grateful to serve on the finance team for Church at Viera, where I have also been blessed to facilitate and help to oversee the ministry of Dave Ramsey’s Financial Peace University for over a dozen years.
I love living in Paradise and capturing God’s beauty through the lens of a camera, but my greatest joy outside of helping clients is spending time with my incredible kids and grandkids.