I was born loving structure and stability, and that was only reinforced by my family. We had routines we could count on, like cleaning the house on Saturdays and going grocery shopping Sunday afternoon. At 10 years old, I started using my day planner and had my life all planned out.

But we all know life doesn't go as planned. While I work with couples and families, most of the clients referred to me are strong, independent women who have led interesting lives and have done a good job saving for their future, but something in their life like divorce or the loss of a spouse has disrupted the strategy for their money and left their vision of the future cloudy, creating new anxiety.

When I became a financial advisor, I realized how many women feared the unexpected but had no set strategy in place to prepare. So, I began to ask questions and listen to uncover what was truly important to them and gently guide them utilizing education and understanding. The more I listened, the more they shared.

With all my clients, I focus on the things they are most concerned about:
- Can I maintain my lifestyle?
- Is my money going to last?
- How can I make this process easier and less stressful?

Using my established process, I will help you define your ideal lifestyle, uncover the purpose for your money, review your assets and explore your lifestyle planning options to develop your personalized strategy.

Then, I will incorporate my balanced investment strategy that balances your need for income, growth and protection.

You will also have the chance to become a part of my empowered women’s program that provides education opportunities and purpose-driven conversations.

My true purpose is to create an environment where every woman has a voice, where she feels heard and understood, and is encouraged to learn and plan for her future.

If you’re ready to take more control over your financial future, we welcome your call.