Broker Check


How We Work

Our firm specializes in helping GenX women and their loved ones develop sound financial practices and retirement strategies. If this sounds like you, please take the time to explore our website and the wealth of information that we offer to determine if our personalized, hands-on service may be a good fit for you. We take pride in educating our clients about financial concepts and products, and we also take the mystery out of investing, insurance, estate conservation, and growing and preserving wealth.

More than ever, the world of money and retirement today can prove challenging. Our holistic focus on financial health and well-being blends the functional tasks of taking care of your resources with ensuring that you build a joyful life of freedom, peace, and choice.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  401-295-1005