Professionally

Desiree received a Master of Science in Real Estate Development (MSRED) from Columbia University and a Master of Public Administration (MPA) from the University of Alabama at Birmingham. Before joining Francis Financial, Desiree was a financial planner working with African American clients to build generational wealth. Prior to her career in financial planning, Desiree spent 15+ years in the affordable housing industry. She completed the Certified Financial Planner program from The American College.

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Personally

Desiree is an avid fan of James Bond movies and loves to travel, especially to France and Portugal. She also enjoys exploring her neighborhood in Upper Manhattan which has several parks and recreational activities.

Purpose

As a child, my father instilled in me a clear understanding of money. He taught me everything from saving for a rainy day to investing in the stock market. As my father began to age, he entrusted me with the responsibility of assisting him with finalizing his estate plan. A few years later, he suffered a massive stroke which left him incapacitated and unable to make decisions involving his health and finances. Thankfully, because there was a plan in place, I could navigate the process to ensure he could have a successful recovery. As a financial planner, it is my goal to ensure that every client includes estate planning as a component of their financial plan.