My passion in life is helping others. Through work, I enjoy helping others to make financial decisions that empower them to move forward confidently in their life and into their dreams by engaging them in the financial planning process. I work and plan with individuals at all stages of the retirement spectrum from accumulation, wealth management and distribution planning for retirees. I also work with families to plan for special goals such as college funding, special needs trust funding, planning for the needs of aging parents and other short-term goals.

As a mother and as a child of aging parents, I understand the financial complexities of the "sandwich" generation. Outside of work, I enjoy helping others in the community through service projects at my local Rotary Club or at church working with the youth. I believe that as a community we can make a difference in the lives of others.