Impactful Wealth

Impactful Wealth My passion for finance isn't just a career; it's a calling. As a virtual advisor, my reach is as boundless as my dedication.

With a rich background in managing employee benefits and retirement plans for various corporations, I bring a wealth of experience to the table. My role extends beyond administration; I'm deeply involved in shaping the financial futures of my clients through meticulous portfolio management. Serving clients across the country, I bring personalized financial strategies to your doorstep, no matter wh

ere you are. My focus on small business owners and women stems from an understanding of our unique financial needs and challenges. On a personal note, I'm a proud fur mom to two miniature poodles, Ruby & Brandy, and call Dallas, Texas my home. My love for animals and my community is as deep as my commitment to your financial well-being.

Happy Monday! I am excited to announce that I have been accepted into the Milestone Circles program at the Nasdaq Entrep...
10/14/2024

Happy Monday! I am excited to announce that I have been accepted into the Milestone Circles program at the Nasdaq Entrepreneurial Center! Milestone Circles is a 12-week program that provides women entrepreneurs with the access, resources, and knowledge they need to grow. Over the next 12 months, Milestone Circles will support thousands of women and their businesses! This program remains free for entrepreneurs thanks to the generous support of the Wells Fargo Foundation. To apply or learn more, visit https://thecenter.nasdaq.org/milestone-circles/”

09/20/2024
Empower your finances with year-end tax strategies, income diversification & business growth, plus get pro headshots at ...
09/03/2024

Empower your finances with year-end tax strategies, income diversification & business growth, plus get pro headshots at our in-person event!

08/12/2024

Happy Monday! Everyday is a day to celebrate, but today it is not my birthday. It's my business avatar's birthday. We're thankful for another year in business.

It’s always good to hear great feedback from clients that appreciate you. I ❤️ what I do! And it feels good to know when...
08/02/2024

It’s always good to hear great feedback from clients that appreciate you. I ❤️ what I do! And it feels good to know when they stick to the plan it works.🥰

06/18/2024

Be intentional with every second of the day today...

Address

104 E. Ovilla Road Unit 1015
Red Oak, TX
75154

Telephone

+18888287526

Website

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