Faculty

I have committed my 38 year career to the delivery of customized investment advice to high net-worth individuals, families and entities they support. I am able to interpret and communicate complex financial information to assist clients in achieving their long-term financial and retirement goals. Since 2010, I have been named a Premier Advisor, a distinction held by a select group of financial advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

By understanding clients’ investment objectives and risk profiles, I aim to deliver consistent high impact advice to advisory-based relationships. As a high net-worth intergenerational trusted advisor, I use a goals-based planning approach, analytical support and customized investment management strategies.

I believe in team-oriented relationships and engage members of my clients’ Investment Committees, Boards of Trustees and Boards of Directors to build tax and cost efficient investment policy and management solutions. My experience includes building inflation-adjusted income designed to meet the needs of spending policies, retirement lifestyles, widowed and divorced women, professional athletes and other high-income earners with limited earnings time horizons. While I cannot provide legal or tax advice I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

I have been recognized as a Forbes 2020 Top 1000 Women Advisor and a Working Mother’s 2020 Top Wealth Advisor Moms.