I was a kid who was always fascinated with money - saving it, making it, growing it! Financial Planning combined my desire to help people attain their goals along with my interest in finance. As a Certified Financial Planner (CFP®) I help people purchase a home or business, save for their children’s education, prepare for life’s unexpected turns and save for their retirement.
My children, Zach and Caroline, thankfully, have graduated college! I am happily married to my husband Jules for 27 years. Outside of the office, I am likely playing tennis, reading, relaxing with my family and our dog Leo (a bichon), or visiting with friends.