Invest today. Whatever stage you are at – we all have to start somewhere.

I will partner with you to understand your financial goals. The strategy we design together will be based on your risk tolerance and your investment timeline. My focus is learning what is most important to you. I want to know what hesitations you may have, and I want to make the process simple and easy to understand, so that you can have a great client experience.

My business is so much more than a job – it's a chance for me to make a difference in my clients' financial lives. Inspiration to do this work comes from my clients. I know I am making a difference when my client is able to retire early and experience the financial freedom that can come with following a financial strategy.

My ideal client will be eager to learn and listen to the advice we offer and value the service we provide. My clients receive clear explanations of the investments I recommend, and I also offer timely updates on market conditions and volatility

On a personal note, my husband, Geof, and I have been married for 23 years, love to travel and give back to the community through volunteering and gifting. My hobbies and interests include event planning, physical fitness, scrapbooking, reading, bike riding, gardening, travel and playing with my grandchildren. I love being outdoors with my family in nice weather and enjoying nature.

Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

Office Information

Office Hours

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