I live in Clearwater, FL, with my husband, Matt, my kiddos, Maxton and Mae, and our dog, Belle.
As a busy mom spinning many plates, I know first-hand how hard it is to keep all of those plates spinning, especially when life brings a little bit of hectic, a whole lot of chaos and a dose of uncertainty.
Since 2004, I have been working with clients to manage their finances and plan for their future. As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, I have focused my education and career on helping my clients thrive and grow.
Financial planning is key to financial success and stability. In working with each of my clients, my goal is to educate, encourage (but keep you accountable), and give you the tools you need to feel confident with your finances. I know this is my purpose in life and I love what I do!
Let’s create a financial plan that is fun, simple and centered around YOU!
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com. Suncoast Wealth Solutions, Inc. and the above firms are independent, and non-affiliated. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.
1021 Reviews
Deidre had great answers to all my questions. She is easy to work with and very knowledgeable. ~ Tom Goodlet ~
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