My Approach

I am certainly not the only financial adviser you have to choose from. However, what distinguishes me from the crowd is my ability to make what's important to you important to me as well. Your priorities become my priorities. The way we work together will be as individual and unique as you are, and together, we'll work towards accomplishing whatever your financial goals may be.

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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.

Areas of Focus

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

Experience

22

Qualifications

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

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