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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Retirement Plan Distribution
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Chartered Retirement Plans Specialist
  • Business Financial Advisor

Interests

  • Spending time with my family and our dog Miles
  • Skiing
  • Mountain Biking
  • Stand Up Paddle Boarding
  • Hiking