Founding Principal

• 2000 - Present

• Investment management. Each client's customized investment plan serves as the foundation of their financial house. • Wealth planning. Client needs change over time, thus wealth planning may solve for a variety of needs such as cash flow, college planning, retirement savings, income distribution in retirement, and health care needs. • Retirement planning: Analysis and identification of each client’s retirement “number.” The number specifying how much to save for a comfortable retirement, as well as the number pinpointing how much can safely be withdrawn for income during retirement. • Strategic Partner for Business Owners. Entrust specializes in working with business owners to create a strategic business plan designed to structure business succession and/or to grow, preserve, and transfer family wealth–from one generation to the next. • Personal Chief Financial Officer (CFO). The Entrust team listens to each client’s story and learns what they want to accomplish with their wealth. Serving as personal CFO, we then delineate the big picture, formulate strategies to fulfill the identified needs and wants, and finally, deploy resources and coordinate related professionals as needed—thus aiming to ensure that clients achieve what is most important to them. • Consultative Holistic Process. Entrust’s holistic wealth management approach provides an extra layer of care and addresses complex financial concerns that go beyond investment management. Typical client concerns include the need for: wealth protection, legacy planning, charitable giving strategies, and wealth enhancement. • Press and media interviews and appearances: Guest appearances as a financial expert on local TV and radio shows. • Author of financial and business articles and newsletters, and the book: Balancing Act: Wealth Management Straight Talk for Women. • Seventeen years of service in leadership positions for professional organizations and non-profit boards. Show less

403(b) Retirement Plan Specialist

• 1997 - 1999

Music Teacher, Grades K – 12

• 1974 - 1996