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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance

Education

  • B.S., Finance & Marketing, The College of New Jersey, Ewing, NJ

Community participation

Interests

- I enjoy spending time with family in Ocean Beach III, NJ

- I enjoy sporting activities such as skiing in Pennsylvania, New York, and Vermont; playing tennis and competing in Spartan races.

- I am passionate about helping animals

- In the past, I have volunteered for Habitat for Humanity in West Virginia and Baltimore.

My photos

2 albums
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