"My biggest professional rewards come from knowing that I can make a real difference in the outcome of a well thought-out retirement plan for my clients."
- Chartered Retirement Planning Counselor®
- Specialties: Financial planning, retirement planning
- Licenses: Series 7, 24, 63, 65, 66 and 51 registrations held through LPL Financial. Florida/Michigan Life, Health, Property and Casualty licensed.
I've been in the financial Industry since 1989, serving clients in banking, investments and insurance, and have been a registered financial advisor (currently with LPL Financial) since 1996. When working with a member like you, I take a holistic approach to help you pursue your goals of financial stability and sustainability. That means considering your financial scenario in its entirety, to understand how your various life-factors play off each other. I help clients work towards saving and building wealth through financial, retirement and legacy planning.
I help my clients sketch out a realistic picture of what they want their retirement to become, and help educate them with the knowledge I’ve gained over the past 29 years in the financial industry. My goal is to help you feel confident in making lifelong decisions that will not only affect you, but also your loved ones.
The importance of building wealth shouldn’t be the sole focus of the planning process. I’m here to help guide you up the wealth accumulation hill, and then show you how to ease back down during retirement without putting everything you’ve worked for at risk.
I serve members at all income levels and tax brackets, providing tax-sensitive investing strategies. I also employ various longevity planning tools – long-term care and life insurance policies, or hybrid plans that serve both needs, with a goal to work towards helping your funds last throughout retirement.
As a mother to ten children and grandmother to five, I have been a baseball, volleyball, cheerleading, snowboarding, soccer, band, brownie, Girl Scout, and drama club mom for as long as I can remember.
Contact me today to get started!
Immokalee Rd, Bonita Beach Rd, Gulf Coast, Naples Main, Naples North, Berkshire Commons, Port Charlotte, Rest of FL