As a seasoned Investment Advisor Representative and Financial Planner with nearly two decades of experience, I have been assisting clients with retirement planning since 2002. Specializing in working with a carefully selected group of pre-retirees and retirees, my primary focus is on growing their wealth and safeguarding their assets. Crafting personalized financial plans for each client brings me great satisfaction, as does the emphasis my investment team and I place on risk management strategies aimed at enhancing financial success over the long term.

 

Operating under the strict guidelines of a Certified Fiduciary, I prioritize the interests of my clients above all else, ensuring that their assets are managed with the utmost care and integrity. A cornerstone of our approach is fostering open, clear communication through personal meetings or virtual consultations to discuss customized strategies. I strive to offer innovative solutions that their previous advisors may not have considered, always supported by detailed explanations and educational resources to empower informed decision-making.

 

Outside of my professional endeavors, I cherish spending quality time with my husband, four grown sons, and their families. Engaging in hobbies such as antique collecting, gardening, decorating, and hosting gatherings allows me to unwind and recharge.

 

I am pleased to offer complimentary consultations to prospective clients to determine if our partnership would be mutually beneficial. Your financial well-being is my top priority, and I welcome the opportunity to explore how I can support you in achieving your long-term goals.

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Community Connections

• Bethel Assembly of God

• The Heritage Foundation

• NAIFA