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

  • Small Business
  • Family Finances
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Domestic Partner Planning

Community participation

I sponsor Labrae Youth Soccer association

Interests

Family is my primary interest and I spend most of my free time with my husband , children and grandchildren . We all have a love of the great outdoors . We as a family do a lot of camping , boating , kayaking and swimming .

I am very health conscious and try to stay active , and fit. I love healthy cooking ....I love to teach my grandchildren to make those healthy choices also .

I am active in giving back to the community and donate time and money to a number of local causes . I also sponsor my local school district soccer teams .

My photos

1 albums
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