How I Work

My priority is to ease your mind by helping you develop an advice-based comprehensive financial plan that includes custom-designed strategies to not only meet your current lifestyle needs but to give you the sense of confidence of a financially secure future. Let me help you to ease your stress by helping to ensure the protection of your wealth is continually monitored.

As life changes or unforeseeable circumstances occur, it is comforting to know that you have a well-thought-out plan in place. I enjoy working with individuals, couples, widowed and divorced women who can benefit from my expertise.

I’ve been in your shoes when it comes to dealing with major life changes and transitions. Along with 20 years of helping my clients, I clearly understand the importance of making adjustments as needed so that you can enjoy a secure comfortable life.