Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Women's Financial Strategies

Qualifications

  • CLTC® Certified Long Term Care

Education

  • BA English, minor in Business, The King's College in Briarcliff Manor, NY 1991

Interests

When I am not in the office, I love going to the beach or near any water, cooking, dancing, reading, listening to music, practicing yoga, working in the yard and hosting brunches with my friends are some of my favorite past times. I also enjoy watching my almost 20-year-old grow into a responsible man.

Our dog Bear, who happens to be a black Sheba Inu, enjoys taking me for a walk every day and dominating one side of our couch.