Advisor profile

What you can expect when you work with me

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.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Saving for Education

Education

  • Bachelor of Science, Accounting, Brooklyn College, Brooklyn, NY

Interests

Outside of work, I enjoy spending time with my children and grandchildren and their families, my fianc�, and family and friends. My fianc� and I enjoy boating and being on the water, in addition to fishing.

When I am not with my family or on the water, I enjoy bicycle riding, sewing, and painting.