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
26
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

Interests

  • 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.