
With 22 + years of experience in wealth management, I value the life-long relationships I build with clients as we work together to protect their families and invest in their future. Our relationship-focused business model provides clients customized investment advice in a way that communicates how much we truly value the well-being of each client. I am passionate about my job as a financial advisor for a personal reason. My first husband was diagnosed with a brain tumor the year our youngest was born. Unfortunately, we only had the group term life and disability insurance our employers...