With 35 plus years of financial services experience, Jocelyn brings her knowledge of the markets to the management of clients' individualized portfolios to help them achieve both short- and long-term goals. She recognizes her ultimate responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence. Jocelyn takes a very hands on role in following through for clients to help make sure their needs are always taken care of with the highest level of attention and that financial strategies are effectively implemented. She guides clients in re-evaluating their investment activity. Jocelyn recognizes where investment strategies can be flexible and where they must stay the course. Jocelyn's goal is to help guide clients so they can make informed choices that fit their near and long-term goals. 