CA License #0D24768
MY PROFESSIONAL APPROACH
As a Certified Financial Planner™ professional and longtime resident of Brevard County, I begin each day by embracing the “Golden Rule.” I treat people the way I want to be treated. With more than 30 years of financial industry experience, I enjoy working with clients and providing investment advice based on trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon, as well as your tolerance for risk. I very much look forward to showing you what our client-first investment approach can mean for you and your family.
I began my financial services career in 1986 at A. G. Edwards & Sons. Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 as a financial advisor in the Melbourne, FL, office.
Outside of work, I like to spend time with my husband, Mac; our children, grandchildren and three dogs. I also enjoy singing in the choir at First Baptist Church of Melbourne and painting. In addition, I enjoy collecting Venetian masks and other nostalgic memorabilia.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Investment Strategies
- Retirement Income Planning
- Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, 2001