I launched my career as an advisor with Merrill Lynch in 1994. Since that time, I’ve had a front row seat to market ups and downs, bull markets and bear markets. During the good and bad, I’ve helped people navigate all areas of planning around cash flow, investment positioning, tax efficiency and estate planning.
While I work with clients in all stages of life, my wheelhouse is working with people approaching and preparing for retirement. Navigating retirement accounts, social security strategies and pension benefits (with “what-if” scenarios) is instrumental in finding alignment with each unique person. Looking at the big picture of what retirement is, and finding purpose, is as important as the numbers behind the plan.
Years of working with individuals, combined with the knowledge learned while attaining the Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations, I work to demystify the process to help achieve your unique set of goals.
Married for thirty years, my husband Stefan and I are over-the-moon proud parents of two daughters. When not in the office, I may be volunteering with the Alzheimer’s Association, supporting The Longest Day fundraising event, playing tennis, golfing, cycling, or cozying up with a good book (ask me what I’m reading now!).