Throughout my life, helping others has been an integral part of who I am. My primary purpose is to serve my clients through all phases of their lives by providing them with financial guidance that is tailored to meet the needs of their unique situations.

As a mother of two young girls, both of whom have endured health challenges, I have learned to appreciate the value that planning for them financially brings to all of our lives. When we have less to worry about, we are better able to be present for the many moments of joy that life offers.

I am originally from Connecticut and moved to Arizona from California. My husband is from Tennessee where we have a sprawling family farm of cattle and horses.

In my free time, I am often running, training for an upcoming Spartan competition or spending quality time exploring Arizona with my wonderful family.

Services:
Preparing for the unexpected: (Life insurance, Long Term care insurance, Emergency Funds)

Preparing for retirement (401k plans, SEP, SIMPLE, Roth and Traditional IRA)

Living in retirement: (Annuities)

Paying for Education: (529 plans)

Estate or Inheritance Strategies:

Focus areas

  • College Savings
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • New Investors
  • Socially Conscious Investing

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Hiking
  • History and Museums
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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