Knowledge and Experience

• More than 10 years experience working in the areas of financial, estate, and retirement planning.
• Provides asset and wealth management services.
• Offers life, disability and long-term care insurance solutions to highly compensated executives and professionals.

Professional Memberships and Technical Accomplishments

• American Society of Women Accountants Phoenix Affiliate, President-Elect
• Arizona Society of Certified Public Accountants

Accreditation

• Investment Advisor Representative Series 66, Arizona
• Licensed Life Insurance Professional, Arizona, Ohio, Florida and New Jersey
• Registered Representative Series 7 and 63
• Chartered Retirement Plans Specialist and Certified Estate Advisor

Education

• Bachelor of Music, Flute Performance, Indiana University School of Music, Bloomington