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 Income Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • NYU, Stern School of Business, Masters of Business Administration
  • Smith College, Northampton, MA Bachelors of Arts
  • Friends Academy, Locust Valley, NY

Interests

    Serving my community through different commitments like Bethany House... is in my heart.
    I love meeting new people and discovering new horizons.
    I'm eager to learn and keep my mind open that will lead me to deeper understanding of myself and my relations with others. In this regard, I find time for a spiritual retreat in Sedona, AZ every year, as well as for diverse spiritual readings such as FF Richard Rohr, Thich Naht Han... in my spare time.
      I enjoy nature as a great source of peace and inspiration.
      I dream of creating a community of people who are dedicated to serve others.

Community participation

Lector and Catechist at Our Lady Queen of Martyrs Parish, Centerport, NY

Volunteer Family Host for Fresh Air Fund, NY, NY

Volunteer and Supporter of Bethany House, Roosevelt, NY

Professional associations

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.