Business Owners
I grew up in a family business, have owned my business for many years and work closely with my CPA spouse for owners
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
High Earning First Generation
We provide the support you need from a fiduciary advisor and a team of professionals focused on your unique situation
Women & Female Leaders
Find a trusted partner that truly listens to and understands you. Identify your goals and why they are important to you
Major Milestones I Specialize In
Early Retirement or Financial Independence
There are many possibilities to explore. Work with a partner who can blend techncial and communication advice
Sudden Wealth or Inheritance
We provide solutions tailored to fit your needs and help you adapt to the sophistications that wealth can bring
Widowhood
Find a trusted partner that can help to provide peace of mind and clear guidance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
The name Two Bird reflects the partnership at the heart of our practice. In many traditions, paired birds symbolize balance, loyalty, and support. The bluebird brings optimism and joy; the blackbird brings wisdom and protection. Together, they embody our mission: helping you find balance between enjoying today and securing tomorrow – guiding you toward a future where the pursuit of achievement and happiness can thrive together. We provide this through comprehensive financial planning, investment management, education and proactive service which is designed to exceed expectations.
Disclosures
Registered Representative of and offering securities through Cetera Wealth Services, LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.