About Me

My role and responsibility is to work with clients and their families navigate through 4 key phases in their financial lives. The first is to help my clients create and grow their wealth. I later help preserve that wealth. Third, I help distribute assets during life in the most tax-advantageous way. Fourth, I help distribute assets at death to the intended beneficiaries. At HilltopSecurities, we do this predominantly by focusing on critical conversations we have found to be important in our clients’ lives. For example, running long-term retirement projections or a retirement income plan. Or we may talk about charitable giving strategies at the end of the year. By getting to know you and your family, we can help prioritize these conversations to help manage your needs and concerns.
Take a look at some other conversations we could have. Do any of them stand out to you?

• Investment Planning Issues
• Banking & Credit Management Issues*
• Risk Management & Insurance Planning Issues
• Executive Compensation Issues
• Insurance Strategies Issues
• Retirement Planning Issues
• Business Succession Planning Issues
• Education & Family Support Issues
• Charitable Giving Issues
• Distribution of Estate Issues*
• Tax Planning Issues*

Together, I want to really get to know you and your family: your current situation, your goals and what’s in your future, your feelings and emotions, and your family and business dynamics. And then and only then we offer advice. 

A little about me: I’ve been married for 25 years and have twin boys and one daughter. I’ve also enjoyed working in the financial industry for the past 24 years! So, I worked with clients through the rise and fall of the tech boom and bust, the financial crisis of 2008, and periods of growth (and volatility) since. At HilltopSecurities, we believe in looking after our clients’ best interest – by maintaining the highest degree of integrity, good communication, and careful planning. My team and I are suited to the task…and we have committed our professional lives to this vision of serving our clients. And as your situation will change, we’ll be right along there with you.

*We work with your account, tax advisor, and other professionals.