About

For over 30 years, I have served high-net-worth families, business owners, senior corporate leaders, physicians and retirees. I've recently had the honor of being selected as one of Forbes Magazine's Top Women Wealth Advisors "Best in State" for 2023. Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intellectual capital about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

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