With over 30 years of experience as a Financial Planner Assistant, my role is centered on delivering trusted, detail-oriented support to both our clients and advisory team. I serve as a reliable point of contact, ensuring clear communication and smooth execution of a wide range of essential services — from opening accounts and processing deposits or withdrawals, to handling complex asset movements that align with your cash flow needs. I also prepare and organize necessary documentation, reconcile accounts, and provide guidance on matters such as Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs). My longstanding commitment is to make your financial experience as seamless and secure as possible, so you can focus confidently on your long-term goals.

When I am not at the office, I enjoy spending time with my three adult children and my two beautiful twin grandsons, Aidan and Ethan.  My love for animals is obvious to anyone with whom I have shared stories about my pets.  These range from the smallest of hamsters, a prairie dog named Buckwheat, two baby hummingbirds that needed rescuing, and numerous dogs and cats over the years.  There is always room for one more, which I believe is true about families and friendships as well.