With over 30 years of experience, I provide clients with comprehensive wealth advisory services tailored to their unique goals and life circumstances. I’m especially passionate about supporting and empowering women—particularly during major life transitions—by helping them navigate financial decisions with clarity and confidence.
Throughout my career, I’ve learned the importance of active listening and understanding how emotions influence financial choices. My strength lies in translating complex financial concepts into plain, relatable language—allowing me to clearly communicate not only my knowledge, but also the values and culture that define W3 Financial Group.
What I enjoy most is getting to know my clients on a deeper level—learning what they hope to accomplish, financially and personally—and doing everything I can to help them succeed.
