Advisor profile


My approach

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and my background in retirement planning, I help my clients and their dependents take full advantage of their Social Security benefits. I collaborate with my clients to provide personalized, goal-based advice to help them gain financial confidence to live the full and rich life they’ve earned.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Family Finances
  • Wealth Preservation Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

I live in Vermilion with Jim and our dog, Baby. We enjoy traveling, fishing and boating, river cruising and sports car rallying. We love to explore wineries, both local and more exotic locations. Home improvement seems to be our primary fair weather activity. I also enjoy gardening, being active in the community and spending time with my grandchildren.

Community participation

Christ Child Society

  • On the Board of Trustees for Blessing House
  • Christ Child Society

Awards & recognition

  • Five Star Wealth Manager, 2017