I am excited to announce my transition to Good Life/LPL. I can now offer comprehensive and strategic planning that is fully supported under an independent platform of financial and protective services. My desire to partner with a strong industry leader has led me to choose Firenze Wealth Management, a local team focused on transparent advice and strong fiduciary guidance.
Money is a private topic, and many people don't feel they understand long term finances enough to confidently make strategic money decisions. We want to refocus that dialog, and partner with you to find the best investment and protective solutions that fit your lifestyle, on your terms. We educate on customized possibilities, so you feel good about your decisions. I firmly believe in educating women to better understand their wealth picture, and train top executives to navigate and negotiate exceptional compensation and transition packages, while positioning themselves to work toward financial freedom. Together we can build a plan to protect your family, your finances, and your future wealth transfer.
Through personalized, strategic planning, we strengthen protective gaps to secure your lifestyle, shape wealth optimization strategies to enhance tax efficiency, and foster an educational experience that puts you in the driver's seat. My goal is to enhance your financial journey while avoiding costly missteps, so you can sleep better at night and pursue what matters most.
As for my personal life, we are a big sports family and enjoy all things competitive! We have coached and cheered our kids for years, and cherish the lasting friendships built through community involvement. I start and end the day with a walk, run, or hike with my dog Odie, and truly believe every human needs a pet! I love to ski with my kids, escape to the beach or mountains, serve through education, and read. After growing up in Chicago, I can't get enough of the beautiful NW outdoors!