I was a financial advisor before retiring, and it was important to me to protect people's financial and personal futures. Now that I am retired, it is still important to me to ensure that our clients stay in touch annually with their advisors as challenges happen and can affect personal goals and timelines. I look forward to scheduling with you for your initial or annual review with our team.
I am involved in a local P.E.O. Sisterhood chapter that helps women gain education scholarships, and in my fun time I enjoy painting and traveling, and spending time with my children and grandchildren weekly.