My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Wealth Preservation Strategies

Education

  • BA English, minor in Business, The King's College in Briarcliff Manor, NY 1991

Community participation

Lasagna Love - Lasagna Love is a global nonprofit and grassroots movement that aims to positively impact communities by connecting neighbors through homemade meal delivery. We also seek to eliminate stigmas associated with asking for help when it is needed most. Their mission is to feed families, spread kindness, and strengthen communities. Through our neighbor-to-neighbor movement, we connect volunteer lasagna chefs who want to help with individuals and families in need, providing home-cooked lasagnas. We focus on removing barriers to asking for help, ensuring dignity and support, and delivering kindness without judgement.

Interests

When I am not in the office, I love hanging with the dog, taking cooking classes, reading, listening to music, practicing yoga, working in the yard and hosting brunches with my friends. I have a 22-year-old son who is funny and kind. He has a good job, lives at home with me and still needs the occasional redirecting.

Our favorite family member is our dog Bear, who happens to be a black Sheba Inu. Bear enjoys taking me for a walk at the park every day and dominating my King size bed.

My photos

6 albums
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