Advisor profile

Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investments
  • Retirement Plan Distribution
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance


  • B.S. Health Science, Arizona State University Tempe, AZ.


  • I enjoy sailing, bike riding, traveling and quilting.

Community participation

I volunteer in the gift shop at Retreat Hospital, for The Board for Women's Health, twice a month.

I'm also part of the St. Michaels funeral ministry.

Previous experience

  • Financial Advisor, IDS Life Insurance Company, 2000-2006