Advisor profile


My approach

As your Financial Advisor, your values and goals are the focus of everything I do. I want to learn all I can about you so I can address your most important priorities and concerns with a detailed plan that puts your aspirations within reach. I ask questions about your lifestyle today, the lifestyle you hope to live years from now, and any challenges you feel may stand in the way of your vision. I listen intently to the answers and explore every opportunity for improvement that I may be able to provide.

At Kuttin Wealth Management, I work with a team to deliver on our mission statement: provide financial advice that brings confidence, simplicity, and success to our clients.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Charitable Giving
  • Estate Planning Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA® Certified Divorce Financial Analyst®

Education

  • BS, Psychology, Tufts University, Medford, MA

Interests

  • I enjoy living on the south shore of Long Island and spend as much time as possible paddleboarding in the Connetquot River and fishing in the Atlantic Ocean with my husband, Matt, a private charter Captain.
  • When on land, we both enjoy working on home improvement and DIY projects together.
  • Also, I love being a hostess. Cooking large meals and gathering groups of friends around a table gives me so much joy.

Community participation

I actively support initiatives focused on climate action and environmental sustainability. I am proud to list the below supporter memberships:

  • The Nature Conservancy
  • Rocky Mountain Institute
  • CERES
  • Oceana
  • Save the Great South Bay
  • North Fork Environmental Council

Professional associations

  • Ellevate Network