and the "what if's" along the way

As a Financial Advisor I listen.  I also ask a lot of questions and then I listen some more.  Hearing what my clients are saying, or not saying is, in my opinion, the most important aspect of my job.

I meet individuals, families and business owners, where they are in their personal, professional and financial lives.  Equally important is providing my services with compassion and without judgement to whomever seeks assistance. 

Acting as a Fiduciary (in the best interest of the client) and employing a Holistic (incorporating all financial aspects) approach, I draw from my 20 years of Accounting and Business Management experience along my on going professional education to help clients identify their unique financial objectives and create a personalized plan towards achieving their goals.

Current Professional Designations include:

CFP® CERTIFIED FINANCIAL PLANNER™ professional

ChFC® Chartered Financial Consultant

RICP Retirement Income Certified Planner

Wharton Retirement Planning Specialist

CDFA™ Certified Divorce Financial Analyst

                             Interdisciplinary Collaborative Practice trained

                             Divorce Mediation Certified

Enrolled and/or Participate in:

ChSNC® Chartered Special Needs Consultant

                             Hope Trust

 

 

 

 

When it is time to relax, I can be found enjoying all that living on the shore of Lake Ontario has to offer.  Dabbling in photography to capture another amazing sunset, paddle boarding, kayaking, fishing for a Derby winning Salmon or simply watching the seasons pass by with husband John, pup Josie and feline master, Mordecai Brown (Morty).  Proud Mom to son Joshua and his life partner Kristina the best weekends are spent with them and my Grand Pups!

 


  • California Insurance License #: 0I59399



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements