I help individual investors and families across multiple generations build and transfer wealth. I am especially passionate about helping women and families in transition. It is my aim to make my clients feel heard, valued and comforted through my support and guidance.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. To provide a comprehensive service, I regularly collaborate with my clients' CPAs and attorneys. With my branch office administrator, Katherine, I work to provide the best client service possible.

I would love the opportunity to be of service to you and your family. Let me know how I can help.