Tri-Strand Financial, Inc.

My passion for families and small businesses began when I got married and had two wonderful kids. I homeschooled and raised them on a small farm in Naples. I come from a family of real estate and construction and have been in those industries most of my life. I worked for realtors getting their homes ready for sale for over 18 years and became a foreclosure specialist in 2002. So, when the crash happened I helped a few hundred people walk through their housing crisis and learned quickly that financial teaching was a key need in the families and businesses.
My skills as a Financial Coach and Strategic Financial Planner allow me to live my passion of helping individuals, families and businesses to take-action now to stabilize their present and plan for their future.

I have a partner who is a Certified Financial Planner with 30 years’ experience with in depth tax and estate plan knowledge. My other partner is a financial advisor with over 15 years’ experience in the securities and insurance industry. So, with my background in budgeting and financial coaching for individuals, families and businesses we are a well-rounded team that helps Cash Flow situations both now and throughout retirement.
We Drive individuals and businesses Net-Worth Forward!

Our unique business platform provides one-on one, group and seminar training. I have formed a Master Mind Group in SW Florida to help people and businesses have access to all the professionals that they need to have a well – rounded, secure and healthy life.