IN THE MEDIA

Financial Advisement During Times of Life's Transitions

Private Equity Profits Podcast // October 2021

Female Founders: Jennifer Lee of Modern-Wealth on The Five Things You Need to Thrive and Succeed as a Woman Founder

Authority Magazine // October 2021

"Your Big 5. 5 reliables people whom you can discuss stressors, business concepts, financial opportunities, tough emails to send to clients, marketing, and strategy..."

What is an IRA?

NextAdvisor// September 2021

"If I could tell my 25-year-old self one thing..."

How To Successfully Ride The Emotional Highs & Lows Of Being An Entrepreneur

Thrive Global // May 2021

"Self Motivation. It’s on the inside. It must be. Otherwise, you would not rise out of bed so easily. And it is also on the outside because you must have encouragement, stimulation of new thoughts, and ideas..."

How to Adjust Your Life Insurance for a Second (or Third) Marriage

Money.com //May 2021

"Marriage isn't necessarily simpler the second time around, especially when it comes to your finances..."

Squeeze the Juice on the Florida Suncoast 

The Suncoast Post // April 2021

"Over my twenty-six years in the industry, I’ve realized that when it comes to finance the relationship between my clients and I is often more meaningful than the finances themselves. And the role of guide, confidant, and friend is what I’ve always strived to be. And that’s what this book is—a little bit of me to help you along your journey..."