Advisor profile


What you can expect when you work with me

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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Financial Administration, University of New England (Australia) 1986
  • Master of Science, Personal Financial Planning Major, 2013

Professional associations

  • Financial Planning Association

Community participation

As a holder of the CFP®Certified Financial Planner practitioner designation, I have partnered with Fairleigh Dickinson University as an adjunct professor to teach tax planning to other financial professionals.

Interests

Passionate about gourmet cooking, world travel and motorcycle touring.