WHAT I DO: I have spent the majority of my time as a Financial Advisor specializing in wealth planning and management with more than 20 years in the financial services industry. Most people focus on wealth accumulation throughout their working years, giving very little thought to the distribution phase. I specialize in helping ambitious women, business owners & professionals to create a clear distribution plan that they cannot outlive. WHO I HELP: I partner with successful professionals within 10 years of retirement, including a strong emphasis on, but not limited to: Executives; Business Owners Self Employed; Presidents; Vice Presidents; Directors; Founders