Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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.

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.

Previous experience

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