Experience

I joined Paine Webber (now UBS Financial Services Inc.) in 1993 after working for IBM in sales, marketing and project management in both Baltimore, MD and Atlanta, GA.  In these past 25 years at UBS, I have actively advised clients and managed their investments through many great times and a few really bad times.

Real success for clients is found by staying committed in all markets.  Volitility is both unsettling and inevitable in the realm of investing, yet with a solid financial plan and much patience, clients can maintain confidence in their current and future goals.

My bachelor's degree in Education from Indiana University has served me well both personally and professionally.  I enjoy the Baltimore Symphony, Center Stage, movies, yoga, world travel and my book club.  In addition, I am blessed with two grandsons who need me for their college savings plans!

I joined UBS Financial Services in 2015 and partnered with Pam Stevens to create a wealth management team that would yield the best results for clients.  I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.

I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter.  These diverse work experiences allowed me to hone both my analytical and creative skills.  I have transferred these talents to the science and art of investing for the benefit of our clients and their changing financial needs.

I am a Baltimore native and an ardent Orioles baseball fan.  My husband and I enjoy gardening, cooking and hiking.  Our two young children keep us very busy and clearly focused on the future.