My husband and I owned a financial services practice in Ohio for 30 years, serving more than 400 client relationships. We sold our business in 2015 and retired to Naples, Florida.  But I soon realized I wasn't ready to completely retire.  I had always enjoyed working, helping others, and solving problems.  I knew I still had too much to give and wanted to continue using my experience and passion to help others.

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Shortly after we moved to Naples, I helped my mom move into a senior living community.  As I assisted her, I quickly recognized many of the challenges faced by older adults and their families.   realized I could combine my financial knowledge and professional experience with my desire to help older adults manage the many details that come with aging and life transitions. 

It can be confusing and overwhelming to know what to keep, what to organize, and what to do with financial, tax, estate, insurance, and medical paperwork.  Compliance and systematized procedures were a major focus throughout my career, giving me a strong understanding of the importance of accurate record keeping, organization, and documentation.

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Today, my mission is to provide personalized financial and organizing services through compassionate, easy-to-follow processes that bring peace of mind and freedom from administrative chaos and frustration.

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Whether I'm helping a client organize important documents, establish a filing system, manage financial records, or declutter and organize their living space, my goal is the same: to reduce stress, create order, and make life easier.  Seeing the relief and joy that comes from having things organized and under control is what makes this work so rewarding.

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For added reassurance, I am fully insured and bonded and have successfully completed a comprehensive background check through ClearStar, Inc. I am also a Certified Senior Advisor (CSA)®, a professional credential for individuals who serve older adults.

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I'm very excited about meeting you and making a difference in YOUR life!

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Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. Consumers are encouraged to verify the validity of any professional's credentials and to fully understand what those licenses, credentials, and education signify. The CSA® certification alone does not imply expertise in financial, health, or social matters. For more information, visit www.csa.us.