My Approach

As a financial advisor focusing on working with pre-retired clients, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs.

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Community Participation

I attended the IEEE Workshop on Multimodal and Alternative Perception for Visually Impaired People (MAP4VIP) in July 2013.

Partipated in APICS New York City - Long Island Chapter's "Company - Student Meet & Mingle Event" on April 28, 2014.

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies

Experience

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Education

  • MBA, Finance - Pace University
  • MS, Materials Science - University of Connecticut
  • BS, Chemistry - Pace University

Files for Download

My Videos

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My PhotosShow Thumbnails

Thatched Cottage in Centerport, NY

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.