With a strong foundation in law and a deep commitment to helping clients build and protect their financial futures, Ursula brings a distinctive perspective to wealth management. As a former attorney, Ursula is uniquely skilled at navigating complex financial issues – providing clients with strategic advice that is both comprehensive and precise.
Since transitioning to the financial services industry, Ursula has developed a reputation for thoughtful planning, integrity, and personalized service. She specializes in working with professionals, business owners, and families to develop tailored investment strategies, retirement plans, and wealth transfer solutions. By combining legal insight with financial expertise, Ursula offers a holistic approach to managing risk and growing wealth.
Through a distinct partnership with her clients, Ursula brings an energy that motivates individuals to be meaningfully engaged in their own financial life. With the objective to better achieve their retirement goals, she empowers her clients with knowledge and confidence.
Ursula juggles a fast-paced life with her family. She is married to Tom and together they have a family of seven children and six grandchildren.
FUN FACTS ABOUT URSULA:
When Ursula is not at work, she enjoys spending time with her family and traveling.
FAVORITE QUOTE:
“A strong woman is a woman determined to do something others are determined not be done.” – Marge Piercy
