Initially I chose this career as it combined my gifts with my heart for helping people. It seemed a practical choice. A few decades later, I realize that the reason I stay in this career has more to do with the heart than anything practical. Yes, my education, advanced designations and experience enable me to create solid financial plans for our clients. However, the joy I experience when my clients realize financial clarity about their finances, is beyond rewarding. My motivation is to see the smiles and sighs of relief when I reveal to my clients, they can indeed afford to send their kids to college … that they can retire one day … they can leave a lasting legacy to their family and charities.

My personal story continues to be written. My husband, Brian and I are about to transition into the empty nest. Our greatest joy is our two daughters, Grace and Elise—who have also been the consumers of all our spare time. In our new chapter, I am looking forward to serving my community and spending more time with friends and family—especially over meals I have created. I also look forward to having more time to get out into the great outdoors gardening, skiing and hiking.  

• ChFC®– Chartered Financial Consultant
• RICP® – Retired Income Certified Professional
• CLU®– Chartered Life Underwriter
• Voice of Philanthropy Award, Thrivent Charitable Impact and Investing
• FINRA Series 7 General Securities Representative
• FINRA Series 63 Uniform Securities Agent State Law
• FINRA Series 65 Uniform Investment Adviser Law
• Life & Health Insurance Licenses
• Magna Cum Laude graduate, The George Washington University