I specialize in helping clients make the shift from employment to retirement. The transition from saving for the last 30-plus years to being comfortable taking their hard-earned money out and turning it into a paycheck can be overwhelming. I have found that helping educate people with this 180-degree turn is the key to sustaining a relationship and keeping them as long-term, loyal clients.
I am not just a Financial Advisor, I also see myself as a teacher. In this age of information, people are overwhelmed with data and choices. As an advisor working under a fiduciary standard of care, I am committed to putting my clients’ needs first and educating them about every available option. Instead of overwhelming clients with industry vernacular and jargon, I simplify the complex world of investments and help them understand what they are doing and why.
I joined Addison Avenue Investment Services in 2007. I work with a talented team, including Michaela Barker, my assistant of more than ten years. Together, we are committed to serving the personal investment needs of our clients, credit union members and their families.
Outside of work, I like to work out, travel, and read. As recent empty nesters, my husband and I also enjoy taking in all that Sonoma County has to offer.
Give me a call and let’s discuss your goals. I look forward to meeting you.
Qualifications: holds series 4, 7, 24, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0D84056