Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Walking and Hiking - May 2011 I hike the Grand Canyon rim-to-rim with a 40 pound pack! May 2012 hiked to Havasu Falls! A part of the Grand Canyon (west of the 2011 hike) that takes you to the Havasupi Indian Reservation, 2015 Zion Park in Utah! 2016 will be a 800km hike in France and Spain - Camino de Santiago!!
  • Susan G. Komen for the Cure - 2015 will be my 8th year walking. Team "Benign Lumps" has walked over 15,000 miles combined, and raised over 50,000!
  • American Cancer Society Relay for life - Gwinnett. This is the largest "Relay" in the world!!
  • Great food and wine! My husband, Michael, is a Sommelier and I am an amateur foodie!

Community participation

  • Active in the Susan G. Komen for the Cure Breast Cancer 3-Day Walk : Walker 2006, 2007, 2008, 2010, 2013, 2014, 2015. Team stalker 2009, 2011, 2012.
  • American Cancer Society Relay for Life - Gwinnett: 2010

Awards & recognition

  • Five Star Wealth Manager, 2013-2015