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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

  • The Assemblies of God Theological Seminary--Master of Divinity--(1983)
  • Central Bible College--Bachelor of Arts--(Biblical Studies)--1981

Interests

  • I enjoy travelling and interacting with many diverse cultures and ethnic groups.
  • I enjoy exploring Museums and Art Galleries.
  • I enjoy reading--(History and Biographies)--My favorite periodical is The Wilson Quarterly.
  • I enjoy following Domestic and International politics and current events.