Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Small Business
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Fund Specialist
  • Chartered Retirement Planning Counselor SM
  • Senior Financial Advisor
  • Master of Business Administration

Education

  • MBA, Corporate Finance, Adelphi University, New York, NY
  • BBA, Accounting, City University of New York-Baruch College, New York, NY

Interests

I am an avid golfer and enjoy playing at golf clubs around the tri-state area and at PGA courses around the country. I also enjoy competing in golf tournaments throughout the year.

In addition to golf, I enjoy following my favorite New York football and basketball teams. I look forward to the possibility of the playoffs each season.

Being in NYC provides a great opportunity to see the latest Broadway shows and interesting exhibits at the many art museums.

I also love to travel and see other parts of the world by land and by sea. Cruising is one of my favorite vacations.

Community participation

Supporter for Urban League of Essex County, American Cancer Society, Big Brothers Big Sisters