My mission is to be the one person my clients can count on to consider all areas of their needs and discovering what might impact their wealth, often because no one knew to ask the right questions.  Taking the time to understand all aspects of your financial world and coordinating with your CPA"s and lawyers helps me make sure all your advice is designed to work together.  I was 46 when my children lost their father and it reinforced my knowledge that we must plan for the unexpected at least as thoroughly as our dreams and goals.   Meeting goals, both financial and personal is my priority for myself and my clients. I manage the wealth of high net worth individuals and institutions with a focus on long term planning strategies and risk management. Understanding my clients interests and concerns and tailoring a plan to meet those goals is what makes me successful. Having close relationships to terrific clients who have entrusted me with their savings is what makes it gratifying to me personally.

• Working Mother Magazine Top Financial Advisor Moms 2018
• Working Mother Magazine Top Financial Advisor Moms 2019

• Series 7, General Securities Representative
• Series 63, Uniform Securities Representative
• Series 65, Investment Advisor Representative
• Life Insurance
• Health and Annuity Insurance

AR, CA, DE, FL, MA, ME, MI, NH, NJ, NY, OH, PA, TX, VA, WI