I am a Maine native and with my husband Michael, we raised our two now-adult children in a small town on the coast of Maine. We taught our kids to respect and value each other, with a “do unto other as you would have them do unto you” mindset.
Professionally, we spent many years in management and Customer service. Fast forward a few years, once our children grew up, we had the opportunity to relocate to Florida and this is where my Financial Advisor career began. During this time, both of our children relocated to California, married and settled down on the West Coast.
After 10 years and establishing an office in Florida, Michael and I had the opportunity to relocate to California to be closer to our children and two grandchildren! We have settled here and have found many of the attributes from Maine that we have missed! We still keep ties with the office in Florida and excited to be in Auburn and Greater Sacramento Area.
Seaside Solutions Services
Insurance Planning
Insurance is essential to any comprehensive financial security plan. Read more
Asset Allocation Planning
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. Read more
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. Read more
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Read more