Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Planning Strategies
15
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
  • CRPC Chartered Retirement Planning Counselor: College of Financial Planning

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, golfing, and traveling.
  • 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
  • Executive Women's Golf Association- member
  • Professional Women of Connecticut- member

Awards & recognition

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