After more than 20 years as an advisor, it is important to me that many of the clients gained at the beginning of my career are clients today, along with their children. This is a testament to the lifetime relationships I am dedicated to creating with the families I serve.
Our group’s investment philosophy centers on minimizing downside risk. We help clients grow and preserve their wealth, regardless of market conditions. This is achieved by developing a custom investment strategy to meet the individual needs of each client. Each investor has unique goals and consequently should have a unique strategy. There is no “one-size fits all” approach.
By working closely with our team of professionals, we strive to ensure that all your financial needs are met – from liability management to legacy planning strategies to investment planning.
As a managing director and Chartered Retirement Planning CounselorSM, I am responsible for the implementation of our strategic planning process.
An avid hiker and skier, I enjoy spending time in the outdoors with my husband, son and our dog, Aspen.