I love supporting women so they can be more confident, feel less worried, and avoid making mistakes.
Does this sound like you?
You are widowed, the primary breadwinner, divorced, self-made, or someone who has inherited their wealth. You’re self-reliant by choice, or sometimes due to circumstances beyond your control.
You’re looking for a long-term partner, a knowledgeable and reliable investment manager to implement your strategies, and a counselor to help you navigate complicated financial decisions.
You want to make sure you are going to be financially secure, and once you are secure you want to assist your loved ones and the communities you belong to.
In addition to goal planning for your children, nieces and nephews, parents, siblings, and other VIPs, you want someone to work directly with them as well to ensure their GENeration is taken care of.
How it all started...
I started CareGen Wealth Management after listening to my clients express their worries and their dreams for the future. I wanted to sit right next to them, hip to hip, charting their bright futures together. During our time together, I listen to them describe what is in their hearts and minds and I integrate this information with an in-depth knowledge of personal finance to provide custom guidance.
Solving particularly complicated problems that often have components relating to time, money, investments, taxes, values, and relationships is an important aspect of what I do. My ultimate goal is to empower my clients to understand their options, make the most of their resources, and ultimately forge better financial outcomes for themselves and the people they care most about.
When I’m not working with clients, I enjoy spending time in Park City, Utah either hiking, downhill skiing, or attending the annual Sundance Film Festival. I also love spending time with family and friends in my hometown of Burlingame or throughout the United States including Brooklyn, Phoenix, San Francisco, Santa Barbara, and Orange, California.
It's your time.
I’m here to listen and help you get financially organized for generations to come.