Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
31
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
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies

Awards & recognition

  • Premier Protection Award, Riversouce Life Insurance Company , 2014

Community participation

Member of Morton Plant Mease Financial Counseling Services

Interests

Spending treasured time with family and friends, especially my husband John. Beautiful sunsets at the beach,traveling, fine dining and good wine.

My photos

2 albums
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