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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

  • I enjoy traveling, exploring new places and meeting new people.
  • I love to cook and I enjoy trying out new recipes from around the world.
  • My three children ages 12-22, my 'Terrific Trio', are the center of my world. I treasure the time we spend together , I am very involved in their lives.
  • I like photograpy, I believe photographs capture moments that could be shared from generation to generation.

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Small Business
  • Women's Financial Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • MBA Master of Business Administration, University of North Florida, Jax. Fl 1997