My Background

In my career, I have been inspired most by my children for whom I found myself capable of changing my life path, and by my personal experiences as a woman. I, as many women, have experienced marriage, divorce, remarriage, loss, caregiving, career transition, and more, often without having a trusted expert to guide my financial decisions. When I sought help, I found that educating myself was the safest and most comfortable option. As a result, I have made it my mission to be a resource for those who need an adviser who truly has their client’s best interest at heart, an adviser who will advocate for them, and whom they can trust wholeheartedly. This is the reason I specialize in financial strategies that meet the specific needs of women in today’s world (which coincidentally also meet the true needs of men).

Of course, my background isn't really the one that matters. In order to best help my clients, I've found that learning about your experiences, and getting to know your hopes, dreams and goals for the future is the most important first step. Please feel welcome to reach out if you're looking for someone that's ready to put their expertise and experience to work for you, and really listen.

I’m here for you, and I truly mean it.