Financial Advisor Speaking Engagements Investments 401K Management
Chapter: NAWBO - Central Illinois
CERTIFIED FINANCIAL PLANNER® practitioner with The Dittmer-Scott Group.
Areas of focus include: business owners and founders, tree care industry, and high-earning professionals.
As a cancer survivor, I understand that you should live a life with purpose! My team assists founders and high-earning executives with finding that purpose and funding it. Wealth creation requires a long-term relationship with a specialized advisor to help steward your family's legacy. My team works with many multigenerational families to create the life that they desire.
Additionally - I have specialized knowledge of the tree care industry since my husband runs a family-owned tree service. I can help with business financial strategies, retirement benefits, and business owner planning.
*Languages Spoken : English