Judi Watson has built an impressive career in finance, spanning over two decades. She has worked with prestigious organizations such as the NBA, Sotheby’s, and Merrill Lynch, gaining invaluable experience and expertise. Over time, Judi discovered her true calling in retirement planning, legacy building, family protection, and exploring supplementary approaches to long-term care. Her passion lies in helping others secure their financial futures and protect their loved ones, ensuring peace of mind for generations to come.

Judi’s personal journey has deeply shaped her professional mission. When her daughter, Kate, was diagnosed with a rare neurological disorder at just eight years old—a condition that included epilepsy—Judi became an unwavering advocate and fighter for Kate. This experience taught her the importance of resilience, planning, and advocating for those who need it most, values she carries into her work with clients.

Throughout her career, Judi has guided hundreds of families, each of whom she now considers part of her extended family. Her greatest joy comes from seeing the relief and confidence her clients feel when their families and finances are safeguarded. Judi’s work is driven by a profound commitment to helping others live with the assurance that they are protected and prepared for whatever the future holds.