Meet Ivonne


I help clients plan their retirement future by simplifying their financial opportunities. 

I assist in creating and administrating personal financial plans so that clients decisions are executed with goal oriented detail and continuous oversight.  

Through the College for Financial Planning I earned my designation as an FPQP™, mastering practical knowledge and the five disciplines of financial planning.  Since 2004, I have assisted clients in the pursuit of their personal and financial goals.

My true passion spending time with my husband and daughter.  We love traveling and outdoor activities with our dogs.


Favorite Food:


Favorite Book:

The Bible

Place I’d like to visit most:

Bora Bora

Favorite holiday:

New Year

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