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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

My travelling bug recently has taken me to China, Peru, and Israel. I love being close to NYC theater, reading, and solving puzzles to keep my mind fresh.

Community Participation

Woman-to-Woman Network, Founder - an organization that helps suddenly single women navigate their new financial, psychological, and legal challenges.

Food Bank for Westchester

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance

Experience

Education

  • MBA, Wharton School of Business
  • BS Economics, Wharton School University of Pennsylvania, Cum Laude

Professional Associations

  • Penn Club of Westchester & Rockland Counties, Board Member
  • Westchester Region of Hadassah, Treasurer and Exec. Board
  • Hadassah Westchester Business & Professional Club, Chairman
  • Temple Beth El, Investment Advisory Committee Chairman

Files for Download

My Videos

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