Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 3, 4, 7, 8, 24, 63, 65
  • Life, Accident & Health - NY, NJ, CT, NH

Education

  • SUNY at Albany - Bachelors of Science in Finance

Interests

  • I enjoy a relaxing drive out to Montauk Point
  • I enjoy getting involved in my community

Community participation

  • I donate my time to many area organizations: Special Olympics, Parkinsons Research, World Wildlife Foundation, Ovarian Cancer Foundation.

Awards & recognition

  • Top 100 Branch Managers - On Wall Street, 2009, 2010, 2017