Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
What quality of yours makes you best suited to what you do? I love helping people – it brings me so much joy to see someone happy and fulfilled. I try to incorporate that into my daily tasks – doing my part to help be transparent to the client and be understanding of their needs. How should people think about their wealth? When you have trusted advisors looking out for you – the only worry should be what do I want to do with my wealth and how can I make this world better than how I found it. Favorite Quote or Personal motto Don’t worry, be happy! How do you spend your time outside of work? With my family – I especially love to fly with my husband (who’s a pilot!) What accomplishments are you most proud of? Paying off my student loan debt and saving for my first home. Education and Licenses: George Mason University – BS Business Management, Virginia Notary Public Commission, Medallion Signature Guarantee
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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