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.


Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance

Education

  • B.S., 1985, Finance, University of Maryland

Awards & recognition

  • Five Star Wealth Manager, 2012 -2016, 2018-2025

Interests

  • Spending time with my husband Kenny and family at our home in the Outer Banks
  • Caring for our rescue dog Lily Grace and her two pups Mac and Charlie, as well as our two Ragdoll cats Frankie and Bruce
  • Washington sports fan from birth