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 Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • Public safety and well being of community residents
  • Volunteering in local community activities
  • Crime Prevention

Community participation

  • Trustee, Public Safety Pension Board, Village of Tequesta
  • Past Trustee, General Employee Retirement Pension Board, Village of Tequesta
  • Past Planning and Zoning Board Member, Village of Tequesta
  • Seniors vs. Crime Program, Volunteer, Tequesta

Previous experience

  • United States Navy, Petty Officer, 1969-1973 VietNam