Advisor profile

My approach

I believe that financial planning should be a healing modality, reestablishing and finding peace in one’s relationship with wealth. When done right, working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-informed decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers to make sure you feel confident that the advice I provide best reflects your unique dreams and goals.

  1. Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Areas of focus

  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Intergenerational Planning
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CDFA®; Certified Divorce Financial Analyst®


  • Masters of Business Administration, NYU - Leonard N. Stern School of Business
  • Bachelor of Science - Accounting, University at Albany, Albany, NY


The best places on earth are the beaches...for walking while listening to Bruce Springsteen, reading books, or just being with family and friends. Each year I try to find time for a spiritual retreat and in 2021, I became a certified Mindfulness Meditation teacher.

I believe in giving back to the communities to which I belong and enjoy serving on boards and mentoring younger advisors. Mostly, I love spending time with my adult children and watching them be the amazing people I am so proud they have become.

Community participation

  • President of the Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • Board Chair, Purchase College Performing Arts Center
  • Co-Chair, Purchase Foundation Investment Committee
  • Board Member, Purchase College of the State University of New York
  • Global Advisory Network , World Pulse
  • Westchester Business & Professionals Board, UJA Federation of New York
  • NYC Women's Executive Council, UJA Federation of New York
  • Feeding Westchester
  • Girls Inc. of Westchester

Awards & recognition

  • Barron's Top 100 Women Financial Advisors, 2009-2021
  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron's Top 1,200 Financial Advisors, 2014-2017, 2019-2022
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Barron's Hall of Fame Advisor, 2019
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • 914 Inc. Women in Business Honoree, 2019
  • Pell Wealth Partners, InvestmentNews Best Places to Work for Financial Advisers, 2018, 2020-2022
  • Business Council Westchester Hall of Fame: Women in Business, 2018
  • Smart CEO Award, 2017
  • Ameriprise Chairman's Advisory Council, 2005-2020
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Circle of Success, 2000-2019
  • Ameriprise Diamond Ring Club, 2005

Previous experience

  • Senior Financial Analyst, Hoffman La Roche, Nutley, NJ, 1982-1984
  • Financial Analyst, General Foods, White Plains, NY, 1981-1982

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.