My Qualifications

I have been helping individuals, families and business owners to create roadmaps to financial success for over 30 years.

I consider myself first and foremost a teacher and at this time in my practice, I am adding the task of arming women with the tools they need to manage their own finances.

I am qualified to educate women about investments, retirement planning, tax planning, life insurance, long term care insurance and disability insurance.  I am licensed to sell a variety of investment and insurance products.

I am  dedicated to developing lasting relationships with all of my clients. It is my passion to help 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. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

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