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.



  • 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




  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CLU®  Chartered Life Underwriter
  • CFS®  Certified Fund Specialist
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  • City of University of New York, Masters of Science
  • City University of New York, Bachelors of Arts

My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.


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    You should be on vacation, not your assets

    You've worked hard all of your life. Shouldn't your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care.