What We Do

Our unique women’s experience

Our unique women’s experience

Based on the core issues and concerns that many women face when it comes to their money, we have designed a unique process that enhances the experience for women and their ability to become more confident in making smart decisions with their financial life. 


Female Focused - Male Friendly

By working together we will

Two hands holding pieces of jigsaw puzzles.

Develop your Life by Design Plan. 

This vision provides a clear path to creating the life you truly want to live.

We will:

  • Clarify your priorities
  • Define your lifestyle
  • Review your options and resources
  • Design your path forward

Incorporate our Balanced Investment Strategy

Understanding what you have and why is a critical component to accomplishing what matters most to your future.

Building around your needs for:

  • Safety
  • Income
  • Stable Growth
  • Accelerated Growth
  • Emergency money
A woman holding three stones in her palm representing a balanced investment strategy.
A confident woman standing on top of a mountain at dawn.

Participate in our Confident Women’s Program

This program is designed to inspire, empower, educate, and prepare you for life’s opportunities as well as its inevitable challenges. 

  • Interactive Workshops
  • Engaging Events
  • Inspiring & Educational Communication
  • Confidence Club
  • Annual Celebration

Why Women?

To create an environment where women feel safe, encouraged and build their confidence

Viola’s Story

I am often asked what motivated me to focus my practice on the needs of women, here’s my story: 

I was born an entrepreneur, at age four I decorated clam shells and sold them door to door, at 10 I sold greeting cards, by 14 I was babysitting and at 16 I started teaching music.  

While I was great at working and earning, I just accepted what I was paid and was afraid to ask questions. It was this entrepreneurial spirit that led me to a career in the financial industry. 

On my path to becoming an Advisor I was often still afraid to ask questions, but learned to boldly challenge the advice from others by asking questions until I understood the decisions I was making. This lead me to a confidence I never knew I had.  

That’s why my passion as a Wealth Advisor is encouraging every woman to ask questions, face their fears, and embrace their financial life so that they too can go from a feeling of uncertainty to that wonderful place of feeling confident.  

That’s why I do what I do.

Keep in touch with Viola

Contact us

Our team members are there for you. Contact us directly at