Practice Snapshot
How I Help:
Disability Income
Life Insurance
Long-Term Care
Retirement Planning
Risk Management
Who I Help:
- Individuals
- Families
About Me:
I focus my practice on providing insurance and investment solutions including life insurance, disability income protection, long-term care insurance, annuities and mutual funds. With over 35 years in the financial services industry, I have dedicated my career to helping individuals and families get their “financial house” in order. I utilize a simplified approach and provide tailored advice. I believe that financial security is the foundation of a peaceful life.
Outside the office, I enjoy golfing, hiking, snowshoeing, skiing, gardening, reading, and playing mah jongg. My husband and I also like to travel and explore new places.
CRN202905-11112993
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
