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

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investments
  • Small Business
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • I enjoy relaxing boating and relaxing out on the lake.
  • Snow Skiing
  • I love riding my big twin cruiser!
  • Spending time outdoors with my family

Community participation

I help raise money for Tails of Valor through Emmaus Rotary Poker Run.