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
  • 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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Texas, B.A. Finance

Interests

I enjoy playing tennis and pickleball at Simsmore Tennis club. As an avid runner, I enjoy running along the beautiful Farmington River.

Community participation

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

Awards & recognition

  • Five Star Wealth Manager, 2015 & 2016

Previous experience

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