“Wealth is the ability to fully experience life.”
~ Henry David Thoreau
The most important thing to know about me is that I have been where you are. I truly understand the unique challenges that successful women must overcome, because I’ve been overwhelmed and unsure about what to do, who to turn to, or how to move forward too. But I have finally found the life I was meant to be living, and now I dedicate myself to providing the kind of wealth and life management services that I wish I’d had when I needed them most.
My team of professionals and I believe there is nothing quite as encouraging or as necessary as the guidance and wisdom of other women as we travel along life’s path. As a discretionary investment portfolio manager and financial advisor with 32 years of experience in investment services, I bring a disciplined and strategic approach to investing and financial planning that allows you to move towards a financial future that is achievable, regardless of market conditions.
Most importantly, I and my team of professionals will partner with you to help you navigate the kinds of issues that have a direct impact on your financial, emotional, and spiritual life. Success means something different to everyone. That’s why my goal is to empower you to truly own your success, redefine it in your own terms, and find the life you are meant to be living.