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|About||I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.|
People are the most important part of our lives. Helping provide for the people entrusted to our care is vital not only to their success but ultimately our own. I’m passionate about helping people make good financial decisions for their future, their family and their business. Fundamentally, it starts off with having a solid plan. Then utilizing the resources we have wisely and effectively to achieve our goals.
Unfortunately, sometimes life does not go as planned. I help clients develop the contingency plans to handle life’s detours. As a widowed mother of three great children, I model that it’s not what happens to you that’s important, it’s how you respond to life’s challenges that ultimately define our character and the success of the outcome. The entrepreneurial spirit runs strong in my family. My parents and both sets of grandparents owned their own businesses, as did my husband. Business planning offers some challenges from business perpetuation and succession planning and the ability to extract the value you’ve invested and built in your business so you can successfully retire to providing the benefits to attract, retain and ultimately help your employees retire.
I enjoy helping families and business owners develop a strong financial foundation and the strategic plan to support the success of their goals. I look forward to putting my own experience and our vast resources to assist you in achieving yours.
I oversee the financial affairs for a select number of families and business owners. As a business owner, your personal wealth is inextricably linked to the financial health of your company. I understand the interplay between your business decisions and your future financial security. I can work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and planning for succession.
My investment strategy and investment produ