Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Domestic Partner Planning

Education

  • MBA, University of Phoenix, 1994
  • BA, Communication, Michigan State University, 1979
  • BA, Fine Art, Rocky Mountain College of Art & Design, 2002
  • Western Michigan University, 1975-1977

Community participation

  • Troy Chamber of Commerce - member, Troy, MI
  • Inforum Michigan - Professional Women's Alliance, member
  • Prince of Peace Catholic Church - member, West Bloomfield, MI

Interests

  • Reading - Historical Novels and Biographies
  • Traveling
  • Art and Design
  • Working Out at the Gym
  • Yoga
  • Hiking
  • Classical and Jazz Music

My photos

2 albums
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