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 Income Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Montclair State University - Bachelor's Degree

Interests

  • I love to travel. New Zealand, Australia, France, Spain, Italy, Indonesia, Morocco, Zambia, England, Brazil, Japan, Zambia, China, Peru, Dominican Republic, Bermuda, Croatia, Guatemala, Mexico, Canada, Greece, Philippines, Norway, Ireland, Hong Kong, Colombia, Argentina and Ethiopia.
  • My favorite thing to do is to spend time with family & friends.
  • I love New York sports teams, movies, reading, history & music.

Community participation

  • Habitat for Humanity
  • King's Kid's Youth Program
  • Soup Kitchens
  • Bible Studies with Jacksonville Chapel & Emergence in Totowa.