As an experienced Financial Advisor, I know that no two clients are the same. I work with each of my clients to identify their unique wealth management goals and then design their comprehensive and personalized financial plan and investment strategy to help them achieve those goals. My objective is to provide clients with sound recommendations that guide them toward financial freedom and security so they can make the life choices they desire.
I joined Baird in March of 2012 and bring more than 27 years of industry experience to my clients. I attended the University of Maryland’s Asian Division in Misawa, Japan where I earned a bachelor's degree in business and management in 1995. Immediately after graduation I started my career with AG Edwards in 1995 in North Carolina.
I am a former member of the Board of Trustees for The Players Centre for Performing Arts in Sarasota, where I served a number of years as Assistant Treasurer and Treasurer.
My husband and I are natives of Sarasota where we live with our two children and our two dogs. In my free time I enjoy spending time with my family as well as kayaking, scuba diving, travel and reading.