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

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Domestic Partner Planning
  • Charitable Giving
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

When I am not spending time with family, especially my grand-joys, I enjoy traveling around the US & abroad, reading a good book, creating new recipes, mushroom hunting, or just a peaceful walk in the woods. Fun Fact: Making wine is a hobby!

Community participation

I enjoy actively participating in not-for-profit fundraising events. Some of those events have included Blues for Shoes, Emily's Walk, local food drives, various color runs, and serving at the annual Strawberry Festival.

Awards & recognition

  • Ameriprise Circle of Success, 2019-2021
  • Five Star Wealth Manager, 2016