I have 20 years experience helping families build confidence in their financial futures. We reach our clients' goals by developing personalized strategies for wealth accumulation, retirement income planning, and balancing investment risk. Our belief is that active investment advice, monthly calls, detailed market commentary, and investment oversight are critical components to successful investing. These hallmarks set our group apart from the traditional. My passions beyond business include my family, the arts, and mentoring young businesswomen. I serve on the boards of several arts organizations and am a classical music enthusiast.