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With over 43 years of experience in financial services, I have dedicated my career to helping individuals, families, and businesses achieve clarity, stability, and confidence in their financial futures. Beginning in insurance sales in 1984 and later advancing into investment advising, I have held leadership roles including CEO and COO, where I guided organizations through growth, compliance, and even public offerings. Over the years, I have helped four firms go public and worked alongside organizations to ensure regulatory alignment while protecting stakeholder interests. My expertise lies in retirement income planning, client relationship management, compliance, and business development. I specialize in guiding retirees—particularly women who have lost a spouse—through the complexities of financial decision-making. My approach combines technical knowledge with mentorship, empathy, and education, ensuring that clients not only have strategies in place but also understand them fully. Beyond technical proficiency, my strength is rooted in resilience. Growing up in a
