French Bulldog, Elsa
The Frenchie is a mix of three different breeds – diversified, just like my investment portfolio.
What do dressage and investing have in common: Dedication, discipline, and patience are principles that apply to both endeavors.
Cooking great meals for my family
Preparation is key- just like it is for retirement
Hello! I am a Financial Consultant and Managing Partner of Palabe Wealth and hold a Series 6 and 63 registration through LPL Financial. I assist Chris with new business development and collaborate with our account management team. I am dedicated to plan participant education and conduct workshops on various topics, such as Budgeting and the Value of Investing in a 401(k)/403(b) Plan. I am member of the Society of Human Resource Management (SHRM) as well as a member of the North West Resources Council, and Stateline SHRM. I am featured speaker for numerous organizations on topics in finance. I hold an AIF (Accredited Investment Fiduciary), which means I am held to a high standard of prudent practices.