• Affiliations

    Board President – Leesburg Humane Society, Inc
    Former Treasurer and Board Member, Florida Lakes Landowners Association
    Former National Board Member of American Association of Daily Money Managers
    Former Treasurer, Shoreline Eldercare Alliance -CT
    Former Board President and Current Assistant Treasurer, Branford Compassion Club
    Former Treasurer, Brookmeade Condominium Association
    Former Member of Certification Board for American Association of Daily Money Managers

    Specialties: A Professional Daily Money Manager providing Confidential, Personalized Professional Services; Assistance with all matters relating to the individuals with a special focus on seniors .

  • AADMM Board Legacy Award November 2019

    Recognizing outstanding commitment and service to AADMM’s mission and the daily money management profession.

  • Member – Society of Senior Advisors

  • https://vimeo.com/387592131