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 Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

  • Aarhus School of Business, Denmark. Bachelor of Business Administration, 1991
  • Nova Southeastern University. Bachelor of Science, 1995

Interests

My greatest passion is spending time with my beautiful family. I have 2 boys, Micah 16 and Gavin 18. My husband Marc and I love to travel with them. We go skiing in Colorado in the winter and hike and bike with them also in Colorado in the summer.