Experience and Background
My husband, Stephen, and I (and our two adorable pups Oscar and Sophie) relocated to Palm Springs from Los Angeles in early 2017. While visiting the desert for 20-plus years and then purchasing a vacation home here in 2012, we often dreamed of living in Palm Springs full-time. We were thrilled to have been able to make that dream a reality years earlier than originally planned.
In 1986, I got my start in the financial services industry and I am excited to now be able to service my clients in Palm Springs as an LPL Financial Advisor. I am currently accepting new clients, but I am also happy to review existing accounts and retirement plans held at other firms. A complimentary review of your retirement plan may uncover some new and important strategies. Throughout my career, I have sat across the desk from thousands of people and have worked closely with a variety of financial products and services. I collaborate with many estate planning attorneys and CPAs in order to provide my clients with a more complete and holistic financial picture. I am happy to share my experience with you.
On a more personal note, I have always believed strongly in giving back to my community. Stephen and I are sustaining donors to DAP Health (Partners For Life), as well as The LGBTQ Center of the Desert (The Ocotillo Club and Emerald Level business partnership).
Born and raised on Long Island, New York, I graduated from The University of Michigan, Ann Arbor, where I studied economics and French.
Please contact my branch office administrator, Mary Folger, Monday through Friday between 8:30 a.m. and 5 p.m. to set up an appointment. We look forward to meeting you!
- LGBT Finances
- Domestic Partner Finances
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings