My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Love to travel; would like to see all 50 states someday.
  • Enjoy spending time with family and friends.
  • Summertime finds me relaxing on the beach.
  • I find spy novels intriguing.

Experience

? 24

Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies

Qualifications

  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CLU®  Chartered Life Underwriter
  • CFS®  Certified Fund Specialist
View Definitions

Education

  • City of University of New York, Masters of Science
  • City University of New York, Bachelors of Arts

My Videos(2 videos) X