My Story
I wear many hats at Focus On Success, from executive assistant to unofficial tech support. As a natural helper, it’s my goal to make everyone’s life easier. That’s why I cover reception, marketing, tech, servicing for client accounts, preparing client account paperwork, scheduling and so much more.
When I’m not at work, you’ll find me with my family–my husband, Manny, and our dog, Fin. I love film, history, music and spending time with my friends and family.
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
