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

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Ph.D., Physiology, University of Cincinnati, 1991-1995
  • M.S., Bioscience, Drexel University, 1989-1991

Community participation

Feed My Starving Children is a great organization that takes bulk food and packages it into single day servings (with the help of volunteers). Great way to feel like--in some small way--we can make a difference.

Interests

  • Bridge, Swimming, Biking, Golf, Reading, Writing, Old Movies
  • Travel, Foreign Languages, Cooking, Gardening, Butterflies