I began my career over 33 years ago.  I have helped clients manage their wealth throughout good times and bad.  I joined UBS (PaineWebber) in 1989 with prior tenure at Merrill Lynch.

Working closely with my clients, I offer financial & wealth planning with total portfolio management, focusing on retirement needs and goals.  I also offer expert assistance with education funding strategies, implementation of solid estate planning tools as well as helping to develop viable short & long-term personal and business lending solutions.

Some recent accomplishments include:

UBS FA Advisory Council (FAAC) member.  The influential advisory group of 14 select Financial Advisors who represent all UBS Advisors working to foster a strong partnership between field and home office. 2014 - Current

Barron's Top Women Financial Advisors Summit attendee.  An intimate and invitation-only event, where the nation's top women financial advisors gather for an exclusive chance to share ideas, grow professionally and network among peers. 2011- Current.

Member UBS Directors Council. A distinction that is awarded to the firm's top Financial Advisors in the country. 2011- Current.

Senior Portfolio Manager accreditation & designation within UBS Portfolio Management Program (PMP). 2011- Current.

Panelist, guest speaker:  "Women in Business"  - Chicago (UBS) 2012

Panelist, guest speaker: "Best of the Best" divisional conference - Dallas (UBS) 2013

• 1983 - Series 7, General Securities Representative
• 1990 - Series 63, Uniform Securities State Agent
• 1991 - Series 65, Registered Investment Advisor
• 1994 - Life Insurance, Long Term Care, and Variable Annuity, state of Michigan
• 2010 - Portfolio Manager UBS Portfolio Management Program

AZ, CA, CO, CT, FL, IL, MA, MI, NY, OR, TN, WI