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, 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 to make sure you feel confident that the advice I provide best reflects your unique dreams and goals.

Investors could experience increased risk when limiting investment choices to a specific industry sectorthat may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution,and involve investment risks including possible loss of principal and fluctuation in value.


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 listening to my 15 year old son, Duncan play piano and guitar, and having engaging conversations with my son, Ben, a graduate student in Education at Hunter College.

Community Participation

  • President of the Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • Global Advisory Network , 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.
  • Food Bank for Westchester, is the backbone for the county's emergency food distribution network.
  • Girls Inc. of Westchester; Inspiring all Girls to be Strong, Smart and Bold.
  • Westchester Jewish Community Services.


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Areas of Focus

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

Awards & Recognition

  • Barron's Top 1,200 Financial Advisors, 2014-2016
  • Barron's Top 100 Women Financial Advisors1, 2009-2015
  • 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


  • CDFA™  Certified Divorce Financial Analyst
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  • Masters of Business Administration, NYU - Leonard N. Stern School of Business
  • Bachelor of Science - Accounting, University at Albany, Albany, NY

Professional Associations

  • CNBC Digital Financial Advisor Council
  • Financial Planning Association
  • NFL Players Association, registered Financial Advisor
  • Women's Executive Counsel (WEC) of UJA of New York

Previous Experience

  • Senior Financial Analyst, Hoffman La Roche, Nutley, NJ, 1982-1984
  • Financial Analyst, General Foods, White Plains, NY, 1981-1982

Files for Download

My Photos(4 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.

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My Videos(5 videos) X

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