Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Baker University, Bachelor's Business Administration, Magna Cum Laude
  • College for Financial Planning, Chartered Retirement Plans Specialist designation