For more than 17 years, Vanessa has managed the day-to-day operations of a financial planning and wealth management firm. She works closely with clients and advisors preparing financial planning reports including retirement projections, education funding and liquidity analysis.
Prior to entering the world of financial planning, Vanessa worked for more than ten years as a legal assistant in the areas of estate planning, probate, real estate, corporate business formation, and corporate litigation—skills and experience that have proven invaluable in her current role.
Vanessa holds the Series 7 and Series 66 securities licenses. She is also a Notary Public. "If I've helped a client, even in a small way, it's been a good day.”
Away from the office, Vanessa enjoys exploring her creativity through writing, photography and painting. She is also a member of Toastmasters International, and enjoys staying physically fit by running and practicing yoga.