I am President of Plaza Advisory Group and a Financial Advisor registered with Steward Partners and have enjoyed working in the financial services industry ever since graduating with a B.S. in Business Finance from the University of Colorado in Boulder (Go Buffs!), in 1979. I oversee a team of five professionals who deliver customized financial service and advice to a select group of clients in 17 states. My clients consider me a friend and confidant first and foremost, and these strong relationships allow me to take a “big picture” approach with each client based on their priorities, behaviors, and life events. My team recognizes that proper wealth management must be approached comprehensively, serving a person’s priorities for themselves, their family and their community. With the help of my three millennial children and young team members, I am always exploring new financial planning tools, technologies and strategies that may appeal to and excite the next generation of investors to take control of their financial futures. Beyond my own practice, I am also passionate about getting more young females involved in the financial services industry as a career path. Outside of work, I am an active community volunteer. I am an active supporter and board member of The Foundation for Barnes Jewish Hospital and currently serve as the Chairman of the Finance Committee. I am a former President of the Board of Directors for Kids In The Middle, a unique organization that offers therapeutic services to children and parents dealing with divorce. Along with my husband, I support the Blues 4 Kids childrens' charity which provides support for local not for profits focused on helping kids. When not working or volunteering, I enjoy my time with my family and adore doting on my brood of grandchildren.I hold Series 7, 24,31,63,65 licenses, am a Certified Financial Planner® and Certified Divorce Financial Analyst™.