Retire from work – not life


Strategy. Execution. Success.

My business is focused on retirement planning with an emphasis on customized portfolio management for clients. I am dedicated to helping my clients achieve their goals, and I strive to empower and educate them so they feel confident about the decisions we make together.

Prosper US magazine coverRead the latest from Prosper•US

The fall issue of RBC Wealth Management’s Prosper·US magazine features stories of the women financial advisors who use the firm’s capabilities to serve their clients and help them prepare for retirement and other financial goals. Read more about our client first approach in these inspiring stories.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me and set up a meeting.

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Latest Insights

Nuclear power plant

Nuclear getting the push it needs

Learn how nuclear energy fits into a responsible investing strategy.

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