Financial planning is a relationship built on trust and integrity and involves a close, ongoing relationship between advisor and client. As a Financial Planner with an independent practice, I work in close consultation with individuals, businesses, and families to help them develop a comprehensive, long-term financial plan that assists them in achieving their goals and objectives.

My planning utilizes a consultative planning process that focuses on all areas of financial planning including investment allocation and wealth management, succession/retirement income planning, tax planning and estate planning, and risk management strategies.  My process for business planning constructs a strategy that aligns these planning areas for the business itself as well as the owner’s personal financial plan.  Committed to finding customized solutions for each client’s unique situation, I design plans that highlight the interrelated nature of a client’s financial life.

I strive to reduce the complexity of financial planning issues, so clients fully understand all of their options.  I provide strategic planning for business owners that is developed as an integrated solution to assist them in reaching intended long-term results.  With an extensive background working with executives of large well-known companies, I offer valued assistance with the coordination of executive benefit and corporate retirement plans including stock options, incentive grants, deferred compensation, and thrift and 401(k) savings plans. 

Education

University of Oklahoma (1978-1982) BBA with emphasis in Economics

Hobbies

Mountain biking
kayaking
hiking
yoga
motorcycling on the back of my husband's bike

Affiliations & Memberships

Member of the Institute of Divorce Financial Analysts (IDFA)
Member of the Financial Planning Association (FPA)
Member of the Rogers-Lowell Area Chamber of Commerce

Community Involvement

Founder and active committee member of the Rogers-Lowell Area Chamber of Commerce women's group, Hustle in Heels