Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Sustainable and Responsible Investing


  • Financial Industry Regulatory Authority (FINRA) Series 7 license
  • Uniformed Combined State Series 66 license
  • WA & CA State Securities, Health, Life, Disability, & LTC Insurance licenses
  • IL & MI State Securities, Health, Life, Disability, & LTC Insurance licenses
  • DC & VA State Securities, Health, Life, Disability, & LTC Insurance licenses
  • NC, SC,& FL State Securities, Health, Life, Disability, & LTC Insurance licenses
  • MA State Securities license


  • Bachelor of Science, International Business Management, Florida Atlantic University, Boca Raton, FL

Awards & recognition

  • Five Star Wealth Manager, 2021, 2022, 2023

Honored to receive industry recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award!

This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

Community participation

We support Central Kitsap Food Backpacks 4 Kids


I enjoy spending time with my husband and kids. Our lives are filled with the kids activities. I hope it is keeping me young.