Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Family Finances
  • Charitable Giving
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • MBA, Stern Graduate School of Business New York University 1987
  • BSFS, Georgetown University 1975

Interests

Personal connections & interests center a strong client-advisor relationship.

I love travel-what I learn from people of different countries from cooking, culture, art, literature & history. We have so much to give and learn from one another.

I love film. How fun to be living in our Golden Age of TV serials & board games. Where I can't travel, I watch film. Where I can, I watch film anyway & reminisce.

I enjoy John Oliver, my husband and anyone who makes me laugh. I look forward to Jon Stewart 's and Steven Colbert's next projects.

I consult Nouriel Roubini, Nassim Taleb, Yves Smith, TPM & clear-minds who make me think.

Community participation

  • Catholic Community Services of Utah, board of directors, Salt Lake City UT 2000-2005
  • Volunteer mediator of the court, Superior Court Maricopa County 1994-1998

Previous experience

  • analyst, Arizona Department of Revenue, 1989-1997, Phoenix, AZ, 7
  • law library director, Evans, Kitchel & Jenckes, 1988-1989, Phoenix, AZ, 2
  • senior researcher investment banking, Kidder Peabody & Co, 1987-1988, New York, NY, .5
  • director information services, Barrett Smith Schapiro Simon & Armstrong, 1978-1987, New York, NY, 9