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
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