Having over 30 years of experience advising clients on investment decisions, I have found that sound financial strategies require planning, discipline, and common sense. I help our clients identify and prioritize their financial goals and I develop an investment plan which aligns their personal values with their financial goals. Collaboratively with our client, we discuss any changes which could affect the plan.
In our leisure time, my husband, Mike, and I enjoy the theater, music of all kinds, long walks on the beach and spending time with our family, especially our darling granddaughters.