KEEPING YOUR AFFAIRS IN SHAPE
Prior to running my family business, I had a successful management career in banking and was a paralegal at one of the area’s most highly-respected law firms. I also have fashioned a formidable public service record, having spent many years as a member of the Board (and Vice President) of the Court Appointed Special Advocates of Montgomery County (CASA), a not-for-profit organization that advocates for abused and neglected children. And I currently serve on the board for Leveling The Playing Field, a non-profit that gives under privileged kids the pleasures and benefits of participating in youth sports.
THERE'S NOTHING WRONG WITH NEEDING HELP...
YOU JUST NEED TO FIND THE RIGHT PERSON.
I have spent 30+ years taking care of my family, handling my incapacitated mother-in-law’s financial, health care and day-to-day needs and being responsible for the administration, tax & operational aspects of our family-owned business. Based on those experiences, I consider myself to be uniquely qualified—and emotionally prepared—to manage the financial and medical paperwork of those overwhelmed by the increasing demands of their daily lives.
Having experienced first-hand how my parents and in-laws struggled to cope during their later years, I learned just how critical it was for them to have a compassionate, competent and trustworthy individual advocating and looking out for their best interests. If you allow me the opportunity to be your Daily Money Manager, you will see that my abilities and capacity for caring are matched only by my integrity.
If you find yourself overwhelmed with day-to-day demands or in need of help with specific tasks, please contact us. We will be delighted to speak with you and welcome the opportunity to learn more about you, your needs and how we can be of help.