\Investment Philosophy
My intention is to help clients and prospects understand how to make critical decisions regarding the
investment of their assets and what type of recommendations they can expect from me based on their
specific situation. My goal is to assist my clients in tax efficient strategies to preserve capital for their
retirement and estate plans.
Business Philosophy
I help families, individuals and business owners create tax-efficient financial plans. The
unique approach is designed to help clients find appropriate solutions specially
designed to help them achieve their goals. A planning-oriented and consultative
approach, as opposed to transactional relationships, allows me to address the wide-
range and various needs of clients. The expectation is that client relationships will last
for years and decades to come as they help clients navigate through career changes,
marriages, family planning, inheritances, retirement, and legacy planning. As a financial
professional, I focus on educating clients to understand the holistic financial picture. In
doing so, we are able set reasonable goals and timelines to fit each respective client’s
needs and coach them on how to get there. I work with a team of financial professionals
who provide strategies designed to address clients’ needs in areas of wealth
management, asset allocation, financial and retirement planning, estate planning,
Medicare, long-term care planning, life insurance, wills, and trusts. Collaboration with
the team allows me to give the best possible outcome to my clients.
About
- Graduated from Roberts Wesleyan College with a Bachelor of Business Management, B.S.
- Worked in the financial industry since 2005
- Joined my current broker-dealer, now Equitable Advisors in 2014 and joined Private Wealth
Strategies Group in 2021 - Chartered Financial Consultant Designation ChFC®
- Chartered Life Underwriter Designation CLU ®
- Holds FINRA Series 6, 7, 63, 66 registrations; Life & Health, Medicare Licensed; Licensed to serve
clients in AZ, CA, CO, FL, GA, KS, MA, ME, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, WI - Branch Representative- National Associate Forum (NAF)
- Active Member- Elite Advisor Group (PPG), comprising of the most distinguished, innovative and
respected professionals in the country - Keynote speaker for Women and Finance
- Works with business organizations regarding Women in Leadership and Women and Financial
Literacy - Enjoys traveling, spending time with the kids and grandkids as well as focusing on health and
wellness - Believes in ongoing and continued education to enhance financial skillset
- Resides in Texas and New Jersey, with husband Ted
CA#0189807