Broker Check


Wednesday, March 8, 2023

March should be the month when each one of us sits down and remembers the women of our own histories. March should be the month that we remember that the women of our past, the women in our history, live within each of us today.

Monday, February 20, 2023

Whether or not you received flowers earlier this month in honor of Valentine’s Day, and whether or not you feel like you’re “enough,” please know that you deserve to love your relationship with your wealth. We are here to help.

Monday, January 30, 2023

"WatersEdge Wealth Management? That's an unusual name for a financial services firm." Yes, it is. And there's a lot of meaning behind it, too. Let's take a deeper look at what WatersEdge Wealth Management is all about.

Wednesday, December 28, 2022

And so here we are! Winter is officially here, and the end of 2022 is within sight; it’s hard to believe we’ll have to get used to writing and saying “2023” in the next couple of weeks. It's a good time to think about the past year.

Monday, November 21, 2022

It’s hard to believe, but 2022 is cruising toward its conclusion! As you start to think about the end of this year and the beginning of next, we wanted to share some information and reminders with you. 

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Tuesday, November 15, 2022

Did anyone know that November has been designated Long Term Care awareness month? Long Term Care Insurance (or LTCI) has changed a lot in the past few years.

Thursday, October 27, 2022

Is YOUR financial advisor ghosting you? Maybe it’s a Halloween thing. Maybe they’re going as a ghost when they trick or treat and so they’re practicing “ghosting.” But maybe it’s a real FEAR thing. What scares YOU the most?

Monday, October 3, 2022

The next time YOU find yourself up against an unfair or, frankly, unjust challenge, talk about it. Don’t keep it inside and don’t pretend like it doesn’t matter or it’s no big deal. It DOES matter and it IS a big deal. So, share it.

Thursday, September 1, 2022

Welcome to the season of your intentions! This time of year is a time to prepare. We’re getting ready to rest. To go inward. To stay quiet. And perhaps to become a bit more contemplative than we have been for the past few months. Enjoy it!

Monday, August 1, 2022

Stocks and investments are on a downward trend and at the same time costs for essential living seem to be going up faster than you can blink. You know what else is going up? Fear. Pessimism. Negativity. You can feel it, all around you.

Wednesday, June 1, 2022

As we get ready to celebrate the longest day of the year – the day with the most light – I hope you’ll take a few moments and think about all the things the light brings to you. Warmth, time, gratitude…celebrate it all and enjoy the light.

Friday, April 1, 2022

Why do we choose to say “yes” or “no” in our daily lives? Our well-being requires us to be open – open to new ideas, new possibilities, new relationships, new jobs, new ideas. Saying yes has the potential to lead to huge growth.

Tuesday, February 1, 2022

How do you plan for the future when everything in the PRESENT is uncertain? Perspective is important. It is important to consider all the scenarios. My job is to help you with your well-being.

Wednesday, December 15, 2021

The act of understanding your values and consciously making those things part of your life is the ultimate act of self-care and well-being.

Tuesday, November 30, 2021

‘Tis the season for gratitude. ‘Tis the season of giving and receiving. ‘Tis the season to GIVE BACK.

Monday, October 25, 2021

The confidence that comes knowing that you have someone with experience, empathy and compassion overseeing the big picture of your financial needs and goals (and looking out for your best interests) is priceless.

Thursday, September 2, 2021

A practice of gratitude is a transformational experience. A practice of gratitude changes your life...for the better.

Thursday, July 25, 2019

Money doesn’t define wealth. Money is simply a tool. It is how we trade our time and talents for our needs and wants, and how we turn our investment earnings into savings. When we think about how to use money to facilitate a...