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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Intergenerational Planning
  • Estate Planning Strategies
  • Insurance
  • Domestic Partner Planning


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Premier Protection Award,RiverSource Life Insurance Company of New York, 2014
  • Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Community participation


  • Ardent supporter of the performing arts.
  • Fan of the classic cinema of Welles, Ford, Hawks, Wilder, Renoir, Kurosawa, Fellini, etc.
  • Theatre on Broadway.
  • Live Jazz at Birdland.