My passion is helping people achieve their financial goals and I have had the good fortune to be able to do that for over twenty years. It has been truly fulfilling to guide people along on their journeys as they start to save for retirement, buy a home, fund college educations and then retire with comfort and dignity. As I move along to retirement, I am so grateful to be able to have Jade follow in my footsteps and continue working with our amazing clients. I will now be able to spend more time with my husband Jon and our amazing daughter Alex and her family. I also plan to expand on my travel adventures, improve my flower gardens, continue to give back to my community, read more books and generally see where the flow takes me.