About me
I was a fee-only financial planner for than 20 years. I transitioned from corporate finance first to fee-only wealth management firms working with high net worth individuals including corporate executives, physicians, business owners and others providing comprehensive fee-only financial planning, investment management, tax planning return preparation and other services. I then worked with a firm providing hourly services before establishing my own practice in 2009 and joining GPN. I became an IAR with Garrett Investment Advisors (now CGN Advisors) in 2011, lived in Sweden and continued my US-based practice for six years before moving back to the US in 2017. I retired in 2023. I travel 3-4 times annually, serve on a board of trustees and volunteer using my Spanish-language skills. I earned the AFC® designation in 2024 and have provided a couple of workshops in my community. I enjoy sitting in the "client's chair" working with the team at CGN Advisors.I was a fee-only financial planner for than 20 years. I transitioned from corporate finance first to fee-only wealth management firms working with high net worth individuals including corporate executives, physicians, busines owners and others.proving both fee-only financial planning, tax preparation and other servcies. I then worked with an firm providing hourly services before establishing my own practice in 2009 and joining GPN. I became an IAR with Garrett Investment Advisors (now CGN Advisors) in 2011, lived and continuied my US-based practice for six years before moving back to the US in 2017. I love traveling, serving on a board of trustees and volunteering. I am bilingual English/Spanish. I enjoy sitting in the "client's chair" and delegating to the team at CGN Advisors.
