My Background

My financial services career began with New York Life in 1981. Coming from a marketing background with a major oil company, I welcomed the opportunity to work with individuals and businesses to protect, build, and preserve wealth. Helping people secure the best possible future for themselves and their families continues to be deeply gratifying. It is a privilege and a joy to sustain so many long term relationships over the past 35 years.

In response to client needs, the practice has focused on retirement planning, wealth transfer, and business succession planning with a special emphasis on tax strategy1. Merit Financial and Insurance Solutions was founded as a natural product of that demand. Education is important: I hold the CLU® and ChFC® designations, and am a Financial Adviser of Eagle Strategies, a Registered Investment Adviser. I am a member of the industry's association, National Association of Insurance and Financial Advisors, and a Life Member of the Million Dollar Round Table*. In 2010, I was recognized by New York Life for support and dedication to upcoming young agents.  

I have loved Ventura County since moving here in 1981. Participating in Ventura County Leadership Academy was an important experience. My family has volunteered extensively with Guide Dogs of America, and I have served on the Board of Ventura County Professional Women's Network. John, my husband of 25 years, is proud of his New Zealand heritage. We share three grown sons, a beloved daughter-in-law, and two rascally grand-daughters.

 

1 Neither Merit Financial and Insurance Solutions nor any of its associates provides tax advice.

* Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 

 

 

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