12 91

My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

More...

Interests

Spending time with my niece and nephew.

Running.

Triathlons.

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010-2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CDFA™  Certified Divorce Financial Analyst
View Definitions

Files for Download