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

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


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

Community participation

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