What are you looking for?
Your business is a vital part of your life. You count on it to generate a steady income, to have the lifestyle you enjoy, and most importantly, to leave a meaningful legacy for your loved ones. We totally get it! You need a relentless advocate to help you leverage the opportunities, anticipate, and prepare for the challenges, while minimizing taxes to the highest extent possible, especially in today’s world full of uncertainties and anxiety.
We have a simple system for business owners to follow and integrate your personal and business planning into a cohesive roadmap that keeps your dream business and dream life clearly in focus to reach the destiny that you and your family deserve. The plan will be tailored for you, no matter what stage of your business, short-term or long-run!
With compassion, empathy, and dedication, Daisy is committed to being an advocate for her clients.
She is an acute observer to understand your vision, goals, and concerns, working tirelessly with her team of intellectual brains to deliver the exceptional results that exceed your expectations.
Daisy previously worked at Prudential Advisors and Transamerica Financial Advisors, Inc., where she was a Financial Advisor and Senior Marketing Director. She earned her MBA in International Business from the University of Illinois at Chicago. She holds her Series 6, 63 and 65 licenses to provide wide ranges of investment advisory services and programs.
During her personal time, she enjoys acrylic painting, ikebana, yoga, ballroom dancing, tennis, and cooking gourmet food. She also enjoys the special role of being a mom and spending the time with her two beautiful children, Clare and Christopher. She cares about animal welfare, art and culture, and lifetime learning.
I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary.
Domiciled in PA.
Check the background of this investment professional on FINRA’s BrokerCheck