About Me

With experience in the financial and business worlds, this mother-son duo teamed up to share about this important topic - MONEY!

Kristin and Patrick love teaching about How Money Works and helping people reach their goals. We go over important fundamentals such as Tax Deferral, Compound Interest, the Time Value of Money, and how to create a Retirement Plan without stock market risk.  

We specialize in IRA/401(k)/403(b) Rollovers, College Savings, Tax Free Retirement, and Living Benefits. 

Contact us if you'd like an invitation to our next Money 101 webinar, Wine, Women & Wealth, or Money, Mommy & Me.