Empowering you and your family to succeed in a complex financial environment
Our focus lies in working with physicians, executives, professionals and business owners on asset management, financial planning, insurance and estate planning and corporate benefits. As a parent and business owner, I understand the financial challenges you face. We know firsthand how to advise you in the various stages of life. And, in partnering with Louis Lazaron, a fee-based Wealth Management Advisor with Northwestern Mutual, we can offer our clients a values-based planning approach to financial security.
I am on your side
My visionary team is committed to providing ongoing service and advice in real time. Walter and I will help you develop strategies to reach your dreams and goals through your customized comprehensive plan. Our collective 43 years of experience will help you create a seamless plan.
My promise to you
Together we will build a strong enduring relationship that will help you make smart decisions with your money. We are walking in your shoes. Both my children are pursuing business degrees. As a parent, I understand the importance of seeking out the appropriate financial aid package to fund a college education. Shortly after my children started college, my parents retired from running a successful business after 35 years. As a daughter, I knew the importance of owning long term care. When my father was diagnosed with Alzheimer's, both parents and our entire family had peace of mind because of their long-term care policies.
