Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Life, Accident, and Health Insurance Licenses
  • Long Term Care License
  • CRPC
  • Series 66

Education

  • Bachelor of Business, 2005, Finance and Economics, Iona College

Interests

  • I love to spend time with my family and friends especially my daughters Viviane and Isabella and son Gianni.
  • I also enjoy being outdoors, skiing, biking, hiking, boating, traveling, cooking, and entertaining.
  • I am fluent in Spanish and Portuguese.

Community participation

  • Girls Inc of Westchester County Program Committe member
  • March of Dimes "March for Babies" volunteer
  • The Business Council of Westchester-member
  • Professional Women of Connecticut- member

Awards & recognition

  • Ameriprise Circle of Success, 2008
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2012