About Us

'“With over 25 years of experience as a financial advisor, I am dedicated to helping families and individuals achieve financial clarity and lasting security. My approach is rooted in compassion, collaboration, and understanding—ensuring that every plan reflects your unique goals and values. Whether you're planning for the future, managing life transitions, or seeking peace of mind, I'm here to support you every step of the way."

"Outside of work, I'm a wife to my husband Mort (who also assists in the office), mom of two, nana of nine, dog mom, runner, baby skier, and an active member of my church. These roles keep me connected to what matters most—family, growth, and creating meaningful moments.