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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 General Securities NYSE/FINRA Registered Representative
  • Series 66 Combined Investment Advisory Agent & Uniformed State Exam

Education

  • B.A., 1995 Elementary Education, University of Arizona

Interests

Riding Sea-Doo and Ski-Doo

Vacationing in Northern Michigan

Community participation

Support local and national ASPCA organization; Juvenile Diabetes; North Texas Food Bank

Professional associations

  • University of Arizona Alumni