Every woman deserves to flourish in financial confidence.
Protea Wealth is a financial services firm helping ambitious women take control of their wealth so they can flourish in financial confidence.
My Commitment to You
Inspired by my own journey navigating the complexities of the financial services industry for years, I founded Protea Wealth Management with a mission to empower women to take control of their finances and flourish.
Rooted in the resilience of the Protea flower, I understand that growth often emerges from adversity with a bit drive and determination. After more than 20 years working in the finance industry, I recognized a glaring gap—women were often sidelined in financial discussions, or left feeling intimidated and undervalued. I set out to create a different kind of environment—one that prioritized empathy, understanding, and inclusivity.
Women tend to stress more about money, the what ifs, and are often more vulnerable. My commitment is to ensure that every woman feels valued and heard, paving the way for meaningful progress and long-term success. But I believe that every woman deserves to flourish in financial confidence.
It’s not about where you are, but where you are going.
That’s why I’ve made it my commitment to provide a warm, inviting atmosphere where women can feel comfortable discussing their goals, fears, and aspirations openly. With a focus on empowerment and education, we strive to alleviate the stress and uncertainty that often accompanies finances, put a plan in place, and provide a relaxed environment where women can flourish.
What Else Should You Know?
As an independent advisor I am held to a high fiduciary standard, meaning it is required by law that your needs come before all else.
For over 20 years I’ve worked overseas in Australia, UK and Hungary in corporate finance and accounting and I leverage that experience and take price in helping clients achieve their financial goals and eliminating the intimidation of conversations about money, investing and help them take ownership of their finances.
A fierce advocate for women, I believe that sound financial advice should be available to every woman.
I’m a wife, I’m a mom, I’m a yoga enthusiast, and I’m your financial guide to help you take control of your wealth.
Certifications
Bachelor of Commerce Degree from the University of Newcastle, Australia and the Chartered Retirement Planning Counselor® (CRPC) designation from the College for Financial Planning, FINRA licenses Series 7, 65 and 66 and Life and Health Insurance license.