My Qualifications

I am a Fee-Based advisor and Investment Adviser Representative and have been working with individuals and businesses in the area for over ten years. A former college professor and administrator, my focus is educating, empowering, and encouraging women to flourish financially to create and grow generational wealth. 

I help my clients with Investment and Retirement Analysis, Budget Analysis and Risk Assessments and Comprehensive Holistic Financial Planning. 

I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services in a non-judgmental manner. The personalized program that I provide is a roadmap to working toward a more secure financial future.

I am also licensed to sell a variety of insurance products based soley on the needs and appropriateness of my clients

I am looking forward to using my expertise to help you pursue your financial goals.