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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

- I enjoy the performing arts, especially opera and ballet.

- Weight lifting is my favorite way to keep in shape.

- My husband and I love traveling. We take at least one trip a year to Mexico.

Community Participation

  • I am a board member of the Pacific Northwest Ballet League.
  • I volunteer for the Seattle Public Theater at the Bathhouse.

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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