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

  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, Series 66, CA Insurance 0E78684
  • WA Insurance, AK Insurance, NY Insurance, HI Insurance, AZ Insurance

Education

  • BA, San Francisco State University, 1989

Interests

My interests include (but are not limited to):

  • Sustainable Agriculture (I own an Organic Farm in Upstate New York)
  • Conservation. I work actively with several Land Trust Organizations (www.otsegolandtrust.org; www.solanolandtrust.org)
  • Anything in the Outdoors
  • Gardening & Permaculture
  • Dogs. A Well Trained Dog is a Happy Dog!

Community participation

  • Director, Van Hornesville Community Corporation (www.vhccorp.org)
  • Volunteer, Otsego Land Trust (www.otsegolandtrust.org)
  • Volunteer, Solano Land Trust (www.solanolandtrust.org)

Awards & recognition

  • Foci Wealth Management, Ameriprise Client Experience Award, 2021