The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Your Trusted Partner Through Life's Transitions

"My own life-changing transitions inspired me to help other women and their families navigate their own difficult life transitions and emerge confident, financially secure and empowered to deal with future life events."

As an Assante advisor, I recognize your situation is unique. You have your own needs and goals and your own preferences for how your wealth is managed. That is why I believe a personal approach to wealth management produces the best results.

Whether you're building on your existing wealth or protecting what you have already built, I can provide the personalized advice and service that you need.

What I Do?

• I listen to my clients.
• I ask about their hopes, dreams, goals, needs, emotions and family dynamic.
• I inquire about past experiences and seek to understand the opportunities and concerns that face my clients as they look to the future.

Once my clients and I have clarified the important planning issues; we work together to develop the right financial strategies to help them achieve their goals.

Authenticity, integrity, honesty, trust and compassion are essential qualities in my world both personally and professionally. If the same holds true for you isn’t it worth a conversation?