My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Planning for Small Business
  • Family Finances
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investments
  • Charitable Giving Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Domestic Partner Planning

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I sponsor Labrae Youth Soccer association

Interests

Family is my primary interest and I spend most of my free time with my husband , children and grandchildren . We all have a love of the great outdoors . We as a family do a lot of camping , boating , kayaking and swimming .

I am very health conscious and try to stay active , and fit. I love healthy cooking ....I love to teach my grandchildren to make those healthy choices also .

I am active in giving back to the community and donate time and money to a number of local causes . I also sponsor my local school district soccer teams .

My photos

1 albums
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