Mission - Empower individuals, families and businesses to accumulate wealth, preserve wealth and strategically distribute wealth through education and motivation to help them fulfill their financial dreams.
Background - I've been a licensed Certified Public Accountant for over 22 years and prior to joining Equitable Advisors, I served over 15 years as the Finance Director for cities in Michigan with multi-million dollar retirement fund investment portfolios. I worked in public accounting for two (2) years as an auditor and developed Lawrence-Webster, LLC to assist small businesses and non-profits with internal controls and compliance.
The Approach - My preferred approach is to review my client's financial goals and investment objectives. In coordination with other trusted advisors, we formulate strategies that will help them reach their financial goals. As a registered representative and investment advisor representatative of Equitable Advisors, and as an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help implement the agreed upon strategies.
Value Added Services - Because I've worked hard to garner the trust and confidence of my valuable clients, I team with other professionals to provide comprehensive seminars to individuals, families, charitable organizations, small businesses, and students. I have a monthly column in WordUp magazine called Wealth Matters and I am a guest contributor to the Michigan Banner newspaper.
Comprehensive Wealth - With my husband and two sons, we enjoy a wealth of life opportunities which include: golfing, traveling, family events, swimming, skating, basketball, football, learning various communication methods and history, and participating in community events.
Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.
