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

  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Family Finances
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Nazareth College of Rochester, Bachelor of Arts, Psychology

Interests

  • My husband Gerrard and I have been married for 30 years.
  • Together we enjoy traveling, golf, and fine dining.
  • I also enjoy cooking and reading.

Community participation

  • Volunteer at Second Harvest Food Bank of Orange County