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

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • 1989 Ph.D Brown University
  • 1984 MA University of California, Los Angeles
  • 1980 BA University of California, Los Angeles

Interests

  • Italian culture and travel
  • Classical music, jazz and opera
  • Theater
  • Nature hikes

Community participation

  • Friends of the Pittsburgh Urban Forest: Tree Tender
  • American Heart Association

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017