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
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Family Finances
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Charitable Giving
  • Tax Planning Strategies
  • Wealth Preservation Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • BS Bachelor of Science, University of Delaware, Newark, DE, 1993

Interests

Family is my top priority and love being able to spend quality time with them. From watching my teenager play soccer for her High School team, skiing on our annual family trip, annual family beach week to Bethany Beach, DE to of course the summer weekends on our boat. I believe in giving back to the local community and am always eager to help charities with a passion around family values.

Community participation

Kind to Kids (Wilmington, DE) volunteer

DE Hospice Festival of Trees (Newark, DE) volunteer

Delaware SPCA (Newark, DE) volunteer

Children & Families First (Wilmington, DE) volunteer

Blood Bank of Delmarva (Newark, DE) volunteer