Our Team

I’ve been helping people with plans for retiring, college for their kids and protecting their families with insurance since 1997. The biggest challenge for me was when my Dad got cancer, and later on dementia. I saw how my Mom...

I believe that helping you pursue your goals goes beyond offering various investment products. It involves understanding your objectives, needs and personal values. It's...

I have been Kathy and Julie's assistant since 2019. My roles in the office include providing service to clients and administrative support. I currently hold my Series 6 and 63 registrations through LPL Financial.

As the newest member of Lotus Advisors, I look forward to building relationships with clients and supporting the advisors as they help people pursue their financial goals. I am currently working towards obtaining my Series 7 registration.