I grew up in a middle-class military family. We moved often and I learned to adapt to change. I also developed a lifelong love of travel and learning about new places. I became independent at a young age and have always been highly motivated to achieve goals.

I decided to become a financial advisor after acting as executor for my father's estate. I experienced first hand what a stressful process it can be when there is not a strategy or plan in place. My goal is to provide clients with planning and preparation to be ready for retirement and other life milestones, and to give reassurance and guidance to help them through life's difficult moments.

I love spending time outdoors, riding bikes, hiking and camping. I enjoy growing plants indoors and gardening. I keep busy in the community through volunteering at PTA, the Neighborhood Association and Parent to Parent support group. My husband, John, and I have two children, Jason and Lucy, and have been raising our grandson, Jeremy.

I enjoy working with clients to achieve their goals. I am happy to share knowledge and insights about investing. My hope is for clients to feel informed and understood. Ultimately, I want to serve each client with care and understanding and to be the person they turn to for help at each life stage along the way.

Focus areas

  • Wealth Strategies
  • Divorce Finances
  • Special Needs Financial Considerations
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Camping
  • Gardening
  • Cycling
  • Social Responsibility
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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