Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing


  • Family, church and close friends are at the top of my list of favorite things
  • My husband and I have 5 grandchildren that have our full attention and fill our hearts with more love than we knew possible
  • I enjoy all things outdoors: drinking coffee in the morning - watching birds feast at our feeders. If we're really lucky, an eagle will pass by to give us a glance. A nice walk in the afternoon with a beautiful sunset is my favorite way to finish the day.