Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Women's Financial Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BS-Business Administration, Economics, Towson University, Towson, MD

Education

  • BS, Business Administration Economics Concentration, Towson University Towson, MD

Interests

  • Family is very important to me. I enjoy spending time with my husband, Rick, daughter, Hailey and son, Bryce.
  • My favorite pastimes include traveling, wine tasting and gardening.

Professional associations

  • Financial Planning Association