Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Securities Licneses 7,63 & 65
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Faith, Family and Friends
  • Being a life long learner
  • Cooking,music and theater
  • Travel