Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Investments
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters in Business Administration with a concentration in Management. Hofstra University 1987
  • Bachelor of Science in Accounting with a minor in Economics. C.W. Post Long Island University 1980

Interests

  • I enjoy golfing in the summer and skiing in the winter.
  • My gordon setter Bados is a joy. I lost my dear, sweet Pixie in February '13. We now have a new puppy, Kinsale who is very adorable and smart.
  • My husband Chris and I enjoy traveling. Our most recent big trip was to Ireland where we golfed, toured and found family still living on the farm where my great-grandmother grew up.

Community participation

Executive Women's Golf Association, Sponsor of both Westchester County and Fairfield County chapters

Pinnacle Ski and Sports Club, member

TarTan Gordon Setter Club, Awards Committee chairperson

Wallacks Point Park Association, Treasurer

Awards & recognition

  • Ameriprise Circle of Success, 2008-2013