Advisor profile


What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Planning Strategies

Education

  • BA, Chemistry and Economics, Rutgers University
  • MBA and Industrial Psychology Graduate Studies, Fairleigh Dickinson University

Entertainment Industry

We advise all kinds of individuals in the entertainment industry. We work with actors and actresses, producers, directors, stunt doubles and more. Here at De Vita & Associates, we are committed to helping you feel more confident about your financial future no matter the career path!

Community participation

  • Local Food Banks Support
  • Local Pet Rescue Organizations
  • AARP Volunteer Senior Bill Payor