As a young girl, I was never taught about saving and investing. I was told to make as much money as possible to buy the finer things in life and live for today. That worked until I left my full-time job to start a business and then the reality truly hit me – I needed more money to live on.

Although I had a financial advisor, we never developed a financial strategy to make sure I was prepared financially for life's challenges and opportunities. I felt lost, not knowing if I had enough money to support my lifestyle, my family and my future.

As a financial advisor, I realize how many women are just like me. So many women are referred to me who have great careers and businesses, yet are not fully focusing on their finances because of lack of time and knowledge. As I work with my clients to develop their financial strategy, I can see a shift in them as they begin to look at money in a different way with greater clarity and confidence.

That’s why my true purpose is to create an environment where women can learn about their money – feeling more empowered to enjoy their life today knowing that they are preparing for their future.

Whether these women are referred to me after changing jobs, retiring or suddenly single, they all share the same three concerns:

Can I keep my lifestyle?
Will my money last?
How do I make better financial decisions?

By implementing our proven process, we work together to clarify your values and evaluate how well your money is focused on your priorities while supporting the life you want to live. Next, we build a balanced investment strategy that balances your need for income, growth and protection. Finally, you will be part of my Confident Woman's Circle that provides ongoing education while enhancing your ability to make informed financial decisions.

If you are ready for a better understanding of how your money will support your lifestyle now and in the future – Contact us today.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Personal Fitness
  • History and Museums

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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