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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Family Finances
  • Tax Planning Strategies
  • Women's Financial Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and 66 Licensed
  • Life and Health Insurance Licensed


  • Bachelor of Science, Business Studies, Stockton University

Awards & recognition

  • Cifelli Wealth Management, Ameriprise Client Experience Award, 2020-2021

Community participation

I participate in several charitable endeavors with the following organizations:

  • Alzheimer's Association
  • American Cancer Society-Making Strides Against Breast Cancer
  • Ronald McDonald House
  • National Kidney Foundation
  • The Valerie Fund

I was taught from a young age the importance of giving back and helping those in need.