Women moving forward

With more than 25 years of helping women transition from divorce and loss of a spouse, I believe women investors tend to be more value-focused and like to take a planning-based approach to their decisions. This type of thoughtful and constructive conversation lays the foundation for a financial roadmap that is in sync with your family's unique goals.  

After experiencing the emotional trauma of my own divorce, I learned how fortunate I was to be the chief financial officer of our family's finances. Without this background and expertise, I would have been lost and even more fearful of my family's future. This life experience and awakening has inspired me to help other women that may not have the financial expertise required to navigate and negotiate a fair outcome. I obtained the Certified Divorce Financial Analyst (CDFA) designation to help women realize their potential, claim their financial power and be free to pursue new possibilities and opportunities that can result in a fulfilling new life.

As a swimmer since birth and a former triathlete, I subscribe to "the greatest wealth is our health" theory. My passion for fitness and nutrition has helped me in all facets of my financial and personal life.  As a financial advisor I see my role much like that of a fitness trainer for professional athletes. I work closely with you to create clarity and vision of your desired goals and develop a game plan that leverages skills and expertise to bring about the desired outcomes. With a champion's disciplined and positive mindset, opportunities for growth can be found in almost every area of your life.

I have 4 daughters and remarried in 2016 to Jim Bittel. You can be sure most of our time is spent living life to the fullest with our seven amazing children between us, our grandson and our golden doodle Ruby.