Designations and Registrations:
• (CFP®) Certified Financial Planner™
• (RICP®) Retirement Income Certified Specialist
• Investment Advisor Representative, Cetera Investment Advisers LLC
I believe that everyone deserves financial security. My goal is to educate you on the tools and behaviors that will build and protect your wealth.
Sometimes individuals I first meet with are paralyzed by fear or procrastination due to confusion on what to do next. With 25+ years of investment experience, I have been through down markets and have learned firsthand how market volatility may affect your savings and retirement. I’m a SmartVestor Pro with a teaching heart. I help guide people to the path of financial freedom.
I act as a Fiduciary with fee-based investment platforms through our Registered Investment Advisor (RIA), Cetera Investment Advisors LLC and through Comprehensive Financial Planning covering:
• Retirement Planning, including Retirement Income Planning, if applicable
• Investment Strategies
• Estate Planning and Legacy Planning
• Tax Planning
• Risk Analysis which includes: Long Term Care, Disability and Life Insurance Needs
• College Funding for children or grandchildren
I joined Tax & Financial Group (TFG) in 1990 and have stayed at TFG due to our high level of client support with CPAs, attorney and investment professionals on staff.
As a female financial advisor in a male dominated business, I tend to attract female clients, specifically women who find themselves in the unfamiliar situation of divorce or becoming newly widowed. I believe that my calm and patient style helps clients feel confident and relaxed in their meetings.
I loved my years at the University of New Hampshire and graduated with a Bachelor of Science Degree in Business Administration with a minor in Economics. Growing up with an accountant father and my mom as a nurse, I have a head for numbers and a heart for people! I believe in giving back to the community and am very active in many organizations, I am a Board Member of the Girls Scouts of Orange County, I am also on the Advisory Board for WISE- Women Investing in Security and Education, A non-profit that educates women and girls on important financial concepts. I am also passionate about our firm’s annual charity event benefitting the Make-A-Wish Foundation. I am married to Pat with two adult children and live in south Orange County. On weekends you can find me gardening, spoiling my animals and spending time with family.