My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • I enjoy spending quality time with my children and grandchildren.
  • I enjoy working in my garden and making chocolate candy.
  • I enjoy having dinner and laughs with my very good friends.

Community Participation

Partipant in the American Cancer Society's Annual Relay for Life.

Volunteer at the Center for Great Expectations in Somerset, NJ.

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution
  • Education Planning
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Experience

31

Education

  • Bachelor of Science in Elementary Education, St John's University, 1965

My Videos

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