My Approach

I believe that financial planning should be a healing modality, reestablishing and finding peace in one’s relationship with wealth. When done right, it is my view that working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-informed decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers as I strive to make sure you feel confident that the advice I provide best reflects your unique dreams and goals.

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Socially responsible investments focus on green solutions companies, which present increased risk over a more diversified portfolio by limiting investment choicesto a specific sector that may or may not perform as well as other industry sectors. Investment securities, including mutual funds, are subject to market risks, including the potential loss of principal invested.

Interests

The best places on earth are the beaches… for walking with Bruce Springsteen on my ipod, for reading books or just being with family and friends. Each year I try to find time for a spiritual retreat. Travel is also a passion of mine and I recently got my first certification in Scuba diving. I believe in giving back to the communities to which I belong. In addition to serving on committees, I mentor new advisors and I actually LOVE public speaking. But most of all, I love spending time playing board games and bike riding with my 13 year old son, Duncan, and having engaging conversations with my son, Ben, a recent graduate of UCLA.

Community Participation

  • Recognition and Endowment Committees, Woodlands Community Temple
  • Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • Leadership Pulse Team, World Pulse, an international organization that uses the power of interactive media to connect and bring a global voice to women worldwide.
  • UJA Federation of New York
  • Scenic Hudson, works to protect and restore the Hudson River and its majestic landscape as an irreplaceable national treasure and a vital resource for residents and visitors.
  • Food Bank for Westchester, is the backbone for the county's emergency food distribution network.

Areas of Focus

  • Sustainably Responsible Investing
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Saving for Education

Experience

28

Awards & Recognition

  • Barron's Top 100 Women Financial Advisors, 2009, 2010, 2011, 2012, 2013, and 2014
  • Barron's Top 1,200 Advisors, 2014
  • Barron's Top 1000 Advisors1, 2009
  • FIVE STAR Wealth Manager2, 2009,2010
  • Ameriprise Circle of Success, 1988-2010
  • Ameriprise Chairman's Advisory Council, 2005-2013
  • Ameriprise Diamond Ring Club, 2008
  • Ameriprise Hall of Fame, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Masters of Business Administration, NYU - Leonard N. Stern School of Business
  • Bachelor of Science - Accounting, University at Albany, Albany, NY

Professional Associations

  • NFL Players Association, registered Financial Advisor
  • Financial Planning Association
  • National Association of Professional Women

Files for Download

My Videos

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My Photos Show Thumbnails

The Pell Wealth Partners team on Ameriprise's National Day of Service

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.