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.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Cooking
  • Reading
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More