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.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Charitable Giving
  • Domestic Partner Planning
  • Saving for Education

Education

  • B.A. in Journalism from the University of Minnesota

Previous experience

  • Corporate, investor and crisis communications for insurance companies, banks and health plans., 1981 -- 1995

Community participation

I am the ex-officio president of the board of the Tucson Tango Society. And in the past, I have served on the board of my home owners association.

Interests

I enjoy spending time with family and friends, especially when it involves cooking and eating. I also enjoy the music, culture and dance of Argentine tango -- NOT 'Dancing With the Stars', but the genuine social tango that has been danced in Argentina for more than 100 years.