Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

As a seasoned Investment Advisor Representative and Financial Planner with nearly two decades of experience, I’ve been helping individuals navigate retirement planning since 2002. I specialize in working with a select group of pre-retirees and retirees, with a focus on growing their wealth while protecting what they've worked hard to build. Developing customized financial plans is deeply rewarding for me, especially when paired with the risk-managed investment strategies my team and I implement to support long-term financial success. As a Certified Fiduciary, I operate under a legal and ethical commitment to always act in my clients’ best interests. That responsibility is reflected in everything I do—from personalized portfolio design to maintaining transparent, client-focused communication. Whether meeting in person or virtually, I ensure every client understands their plan through clear explanations, tailored strategies, and ongoing education. My goal is to offer forward-thinking solutions—often ones previous advisors may have overlooked—to help clients make confident, informed decisions. Outside of work, I find joy in spending time with my husband, our four grown sons, and their families. I also enjoy antique collecting, gardening, decorating, and hosting family gatherings—all of which help me stay grounded and inspired. I offer complimentary consultations to explore whether our partnership would be a good fit. Your financial well-being is my highest priority, and I would be honored to help you plan for a secure and fulfilling future.