Advisor profile


My approach

As a Financial Advisor, my approach is to develop a mutual relationship based upon trust with each client or client group. This begins during initial discussions focused on strategic objectives: what are your personal and financial lifetime goals, including estate planning strategies. We discuss potential risks and ways to mitigate them. Having established a strategy to plan to achieve your goals, we tactically adjust for personal lifestyle changes and external unanticipated events, always focused on what is in your best interest to pursue your financial goals.

My objective is to achieve and maintain 100% client satisfaction in my client service.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Fordham University, B.S. Degree Finance

Interests

  • I enjoy giving back to the Westchester community as an elected member of the Board of Directors of various professional and non-profit organizations.
  • I have a passion for teaching which I often incorporate into client meetings (the past 3 generations of mothers in my family were teachers in Westchester County) and I enjoy public speaking.
  • In my free time I enjoy playing golf with family and friends, and playing the acoustic guitar.

Community participation

  • Vice-President Board of Directors, Center For Aging In Place
  • Co-President, Fordham Alumni Westchester Chapter
  • Advisory Council, Elizabeth Seton Pediatric Center
  • Instructor, Financial Literacy Certification Course

Our Mission

To be a most respected financial advisory practice dedicated to providing the highest level of personal service and advice to clients seeking to build and maintain wealth to pursue lifetime individual, family, and business goals.