With 30 years of experience, I offer clients comprehensive wealth advisory services. I am passionate about educating and advocating for women, particularly when they are experiencing significant life transitions. In this role I learned the importance of listening and how emotions impact financial decisions. My ability to easily translate complex topics into plain English allows me to communicate my knowledge, values, and our corporate culture to clients. I enjoy learning about what my clients hope to accomplish, financial and otherwise, and doing whatever I can to help them succeed.
