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
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A, Honors, Modern Languages, University of Westminster, London, UK

Interests

Traveling Overseas

Cooking

Wine Tasting

Reading

Theater

Boating/Fishing

Community Service