Most high-achieving women often find themselves with a to-do list a mile long, but keeping tabs on their financial life might not be at the top of their priority list. As a female professional, I know what it’s like to juggle a demanding career, as well as a full personal life. After years of ...more

Most high-achieving women often find themselves with a to-do list a mile long, but keeping tabs on their financial life might not be at the top of their priority list. As a female professional, I know what it’s like to juggle a demanding career, as well as a full personal life. After years of working in corporate finance, I knew I wanted a change. I wanted to help busy professional women just like me take control of their financial future and live their best life. I am proud to be a Partner and Wealth Advisor at Cogent Strategic Wealth and be among the small percentage of women who have a Certified Financial Planner ™designation. As a Fiduciary, I am not only required to act in my client’s best interest; I am vigilant about it.less