My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Financial Planning for Small Business
  • Estate Planning Strategies

Education

  • MBA, 1988, University of Alabama
  • BS, 1982, Purdue University, W. Lafayette, IN

Community participation

Collier County 2014 Softball Champs

Interests

  • Golfing
  • Freshwater and Saltwater Fishing
  • Softball and Baseball
  • Avid Aviation Enthusiast
  • Flight Instructor