With a foundational career in education, I bring a teacher’s mindset to my financial service practice where I specialize in helping educators plan for a secure and comfortable retirement. Holding two master’s degrees in education and the Accredited Investment Fiduciary AIF® Designation, I combine deep educational expertise with fiduciary responsibility to guide clients, local small business owners, and charter schools with clarity and care. I prefer to meet in-person at your home or workplace yet also offer phone or video conversations.
When I’m not working, you’ll find me enjoying time in my garden or in the natural world alongside my husband David, my adult children Noreen and Phil, and the 5 grandchildren they’ve blessed me with!
Designations & Licensing
- Registered Representative and Investment Adviser Representative since 2012
- Accredited Investment Fiduciary® / AIF®
- FINRA Series 7 and 66 securities registrations through Lincoln Investment
- NEA Retirement Specialist
- Life and Health