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 Income Strategies
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science Business Administration, 1990 University of Phoenix, AZ

Interests

  • Personal activities involve my boys, connecting with friends, & adventurous travel.
  • I enjoy cooking, gardening, and hiking and embrace how the seasonal changes impact these activities.
  • I play piano, guitar, and process my spiritual expansion through journaling, yoga, qigong and meditation.
  • My love for experiencing other cultures is demonstrated by my extensive travel to Europe & Mexico. My formal education includes a full immersion study abroad program at the University of Toulouse, France.

Awards & recognition

  • Five Star Wealth Manager, 2015-2022
  • Three Rivers Wealth Management, Ameriprise Client Experience Award, 2020-2021