You may see my title and think the work I do is about managing money, but the relationships I have with my clients go way beyond allocating assets. I understand how hard you work to build a life for yourself and your family.

It is my responsibility to help translate that hard work into your financial goals so that you are empowered with peace of mind.

I take my commitment personally with every client, focusing on YOUR needs, goals & dreams.

At the heart of what I do are strong, lasting, personal relationships based on
trust, mutual respect, discerning listening & a clear understanding of your needs,
wishes & challenges. My clients never feel like a chore. They become friends
who I care for deeply; like family.

Financial education is the foundation of planning. I make a point to instruct my clients on personal finance topics, as well as their own financial situation. I cut out
the industry jargon and explain what’s going on in terms we all understand.

Services:
• Financial Strategies
• Retirement Planning
• Fee-Based Asset Management
• Estate Planning
• Life Insurance Planning
• Business Succession Planning
• Family Business Strategies

Are you a business owner offering a retirement plan to your employees?

Qualified retirement plan design & implementation, tax reduction strategies & discriminatory planning for key employees are just a few of the tools that I use to accomplish your company’s goals.

• 401(k)
• 403(b)
• Profit Sharing
• Defined Benefit Money Purchase
• Cash Balance Pension Plans

Services include:
• Investment Management
• Plan Management
• Plan Evaluation
• ERISA Compliance
• Employee Education

As a business owner myself, I know there are mission-critical demands on your time every single day. Let me manage the details of your retirement plan, including on-site education for your employees, so that you can get down to business.

If you are looking for a partner to secure your future, I’m your girl.

Locations Served