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
27
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
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Cash Flow Management Strategies

Education

  • University of Texas, B.A. Finance

Awards & recognition

  • Five Star Wealth Manager, 2015 & 2016

Previous experience

  • Wealth Managment Advisor, Merrill Lynch, New York, 1997 - 2013

Community participation

I enjoy being active and engaged in my Community. One of my favorite activities is coaching Little league baseball in West Hartford.

Interests

I enjoy running, and recently completed my first half and full Marathon. Love the feeling of accomplishment I get crossing the finish line. I'm also an avid pickleball player and like to compete in tournaments.

My photos

1 albums
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