Services

Investment Services

If you are looking for investments and insurance for yourself or your business I can help you. My approach is as unique as the clients I serve and I recognize you deserve a custom solution for your situation.  Take a trip over to my company website Sound Financial Partners for a list of services available.
If you have a specific area of your investment future you need assistance with please contact me directly, I would love to hear your story and work to protect and nurture your most valuable asset – your family.

Key Note and Motivational Speaking

Passion . Persuasion . Life Changing

If your group or organization is looking for a keynote speaker I will deliver an out of this world address customized for your group or organization. With a background in theater combined with more than a decade of entrepreneurship and business savvy I promise our journey will be filled with laughter, and yet a serious message; to be taken away by all who attend.

2009 Speaking Schedule

Current Presentations

  • A Womans Journey Towards Financial Independence
  • Is Life Getting In Your Way?  7 Strategies to Re-route Yourself
  • Everything I Needed to Know About Being a Woman I Learned From Great Aunt Vera
  • Please Pass The Truth Serum – Conversations For End of Life Decisions
  • It - You Haven’t Even Tried It.  Life Lessons at Linda’s Table
  • Cinnamon Toast and Purple Pajamas A Journey of Friendship
  • Beyond Investment Illusions: Identifying Investment Illusions vs. Investment Reality
  • Mastering the Fundamentals of Investing: 7 Guidelines to Improve Your Potential for Success
  • Investor Survival Guide: How Sound Judgment and a Realistic Outlook Can Help You Chart the Investment Landscape
  • 1040 Tax Challenge: Tax Considerations Everyone Should Know

Contact me

To discuss these or other custom topics for your group or organization.