MBA in Finance, Wharton School at University of Pennsylvania
BA, Colby College
CERTIFIED FINANCIAL PLANNER™
It is often remarked that life has many twists and turns. I began my adult life pursuing a degree in Japanese and expect to conclude my career as a financial advisor guiding families to financial security.
My parents certainly thought my major in college was unusual, but I loved the challenge of learning a completely foreign language and experiencing a radically different culture.
While living in Japan, I learned that all is not what it seems on the outside and that communication is more than what is said. Most important, I learned to appreciate the differences and subtleties in all of us.
This education was followed by work experience at the Library of Congress, the Port Authority of NY and NJ and ultimately, an MBA in Finance from the Wharton School at the University of Pennsylvania.
Upon graduation, I worked for Smithkline Beckman in their industrial division in a finance role. However, when it came time to have a family, a Wharton colleague suggested I consider financial planning. I took his advice because it seemed to be a perfect way to blend my finance and interpersonal skills. And, unlike corporate finance, it felt like I could make a difference in people’s lives.
In 1989, I earned my CERTIFIED FINANCIAL PLANNER™ certification and began an immensely satisfying 25+ year career as a fee-only financial planner.
In this role, I have had the pleasure of entering clients’ lives and helping to guide them to a better financial future. I have shared their highs and lows and have been honored to be the person they rely on and trust.
Together, we have weathered many personal, economic and market challenges. My principal roles at HTG involve working directly with clients, designing and implementing portfolios, developing and reviewing financial plans, serving as Executive Vice President and Chief Compliance Officer, and mentoring other advisors. I particularly enjoy counseling clients who are near and in retirement.
I was raised in California, but now consider myself a New Englander. My husband works in Chicago, and my two daughters are living and working in NY and London. In my free time I enjoy travel, bridge, tennis and reading.
Please contact me below if you would like to schedule a call, video conference or meeting to discuss your needs and the services that HTG offers.