General Info

A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet your goals. As your life, the market, and the economy change, Naomi provides consistent communication and makes necessary adjustments to keep you on target. Most importantly, she partners with you to help you live the life of your dreams with your loved ones. Naomi truly believes if you find a career you love, you never have to work a day in your life. It brings her great joy to see her clients enjoying their lives by educating their children, having enough income, paying less in taxes, living their best life in retirement, and creating plans to provide for their loved ones when they are no longer here to do so.