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

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Licenses Include Series 7, 8, 31, 52, 63 and 65

Education

  • Bachelor of Science in Business Administration, Roosevelt University, Chicago, IL

Interests

  • I enjoy working out and keeping fit.
  • I love the art of dance and belong to a local studio where I've been studying hula and belly dancing for years.
  • I participate in local charitable community walks and marathons and over the past several years participated in the Pasco Challenge to benefit the Alzheimer's Family Organization.
  • I absolutely enjoy taking pictures and started exploring the world of digital photography.
  • I am an adventurer at heart and recently achieved one of my lifelong dreams and successfully climbed and conquered Mt. Kilimanjaro. I also recently returned from a fascinating trip to Israel, and Jordan.

Community participation

Participated in the Alzheimer's Family Organization Walk - The Pasco Challenge, March 2010, 2011 & 2012