Experience & Activities
Skills and Talents
I’m available to speak at 401k participant meetings, review investment policy statements for compliance or help you build an investment committee. I love working with small business owners!
Hobbies and Interests
I’m an avid cyclist primarily but I have a lot of hobbies involving nature. I recently took up oil painting through a Zoom class hosted by a local artist. I’ll never look at clouds the same way again.
Financial Services, Consulting
American Association of University Women, WEDC
financial planning, small business benefits, wealth transfer