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Experience

I’m committed to serving my high-net-worth clients and helping them achieve their financial goals. From investment consulting and income and estate tax planning, to education and retirement planning, our holistic approach looks at all aspects of their multifaceted and personalized wealth management plan.

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Specializes In

I’m always trying to play matchmaker. My husband and I were introduced by mutual friends — and I’m grateful for that. I've only introduced one couple that ended up marrying, but I’m always on the lookout!

Additional Thoughts

Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read
Estate planning: What your family needs to know when you’re gone
Cheri Stein Wealth Management
Article April 22, 2019 2 min read
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read