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

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Investments


  • RICP® Retirement Income Certified Professional®


  • Bachelor’s Degree in Economics from the University of Connecticut

Professional associations

  • Chief - a private network of women leaders

Previous experience

  • Financial Consultant AXA Advisors, LLC, 2015 – 2018, New York, NY
  • Managing Director, Futures & OTC Clearing Sales, State Street Global Exchange, 2013 – 2014, New York, NY
  • Director of Futures Clearing Sales, Barclays Capital Inc., 2007 – 2011 New York, NY

Community participation

  • City Harvest - Nov 2021