I was born responsible and nurturing by nature, and never wanted to be a burden on others, especially my parents. So, I started working odd jobs at 10 and saving my money, but it was when I purchased my prized yellow three speed bicycle that gave me a new feeling of independence which was invigorating. I had no idea this one experience would inspire my love of managing money and future career.

As I grew, I learned that money management was not just about acquiring what I wanted in life, it allowed me to manage life’s challenging events with greater confidence and a stronger sense of security, making decisions easier.

When I became a financial advisor, I recognized how many successful, independent women often managed tremendous amounts of responsibilities for their families and workplace yet were struggling to move forward simply because they didn’t understand their money and investments.

These women often came to me after changing jobs, becoming suddenly single or getting ready to retire, yet they all shared the same concerns:

• What can I do to maintain my lifestyle?
• Will my money last my lifetime?
• How can I make this process easier?

By implementing our proven process, together we will clarify your top priorities to ensure they are the foundation of all your money decisions.

Next, we will build a balanced investment strategy that delicately considers your desire for safety with your need for growth and income.

Finally, you will be part of my Women and Wealth Circle that provides ongoing education, empowering you to feel more engaged and confident about your money.

My true purpose is to create an environment where women feel heard and understood. By encouraging women to learn and supporting them through the ups and downs of life and the markets, they gain the confidence they need to feel more in control of their lives and their money.

If you are ready for a better understanding of your money and how it supports your lifestyle today and, in the future, let’s get together so we can learn more.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Military Professionals & Veterans
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Reading
  • Traveling
  • Walking

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 08:30AM - 06:30PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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