As a child, I had everything I needed – supportive parents and a loving home. We spent carefree days at the beach and weekend game nights with friends. Finances were never discussed.

My parents had made good choices. They planned for a simple future they expected to share. At the age of 58, shortly after celebrating an early retirement, my mother unexpectedly passed. My father was left to accept a new financial reality while grieving the loss of his best friend. This experience drastically changed my thoughts around financial strategies. They had not worked with a trusted financial advisor. Had they planned for the unexpected? Would it be enough?

Helping to answer these questions is my true purpose as a financial advisor. Whatever the goal, how much is enough? How do we get there? Will it last?

When we meet, we spend time clarifying your values and evaluating how well your money is focused on your priorities. Next, we develop a balanced investment strategy that addresses your needs for income, growth and protection. Finally, a proactive contact and review strategy is implemented to help keep you on track with your changing financial needs.

My clients are process driven individuals and families, pre and post retirement, that value the security and financial confidence a relationship with a trusted financial advisor brings. Many of them are women – notorious for doing it all, seeking clarity and confidence following death of a spouse, divorce or career change.

As a holistic financial advisor, I know that access to the right support and resources is of the utmost importance. That is why we partner with your estate and tax planning professionals to provide comprehensive guidance around critical decisions.

My branch office administrators, Janet Chinian and Kara Berthel, are an extension of the service experience that I provide. Managing client needs with respect and care is equally important to Janet and Kara.

We look forward to knowing you.

Focus areas

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

My Personal Interests

  • Traveling
  • Reading
  • Outdoor Enthusiast
  • Active Lifestyle
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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