Our Qualifications

Sally has been working with individuals and businesses in the financial arena for 24 years.

She has extensive personal and professional experience.

She is dedicated to developing lasting relationships with all her clients. She believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Sally is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more healthy financial future.

She is looking forward to using her experience to help you pursue your financial goals.