For me, integrity guides every decision. I’m the kind of person who does what’s right, even when it’s hard. I’m a straight-talker. If you’re looking for a “never-give-up” tenacity paired with obsessive detail orientation, that’s me. I’m passionate about serving my clients. Their best interest is my only interest.
Before becoming a financial advisor, I worked for 20 years in animal welfare, helping animal shelters raise money to save lives. Doing work that makes a difference feeds my spirit. I love getting to the heart of things - finding the central piece that really matters - and addressing it head-on. That’s not a quality thoroughly embraced by my two sets of twins who are now teens/tweens. (OMG mom! Really?!?)
Having lost my parents at a young age, I inherently understand the desire to have someone to turn to when life happens. I am that person for my clients. In every life transition, there is a financial component that can have big, lasting effects. Planning before, during and after life’s events is essential.
In my free time, when I’m not volunteering, working or snuggling with my sprouts, you’ll find me scouting my next weekend adventure. I also love tennis, reading and spending time in nature.