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
34
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
  • CDFA®; Certified Divorce Financial Analyst®

Education

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

Interests

The best places on earth are the beaches… for walking with Bruce Springsteen on my ipod, for reading books or just being with family and friends. Each year I try to find time for a spiritual retreat. Travel is also a passion of mine and I recently got my first certification in Scuba diving. I believe in giving back to the communities to which I belong. In addition to serving on committees, I mentor new advisors and I actually LOVE public speaking. But most of all, I love listening to my son, Duncan play piano and guitar, and having engaging conversations with my son, Ben, a high school history teacher.

Community participation

  • President of the Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • Board of Trustees, The Performing Arts Center at Purchase College
  • 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, is the backbone for the county's emergency food distribution network.
  • Girls Inc. of Westchester; Inspiring all Girls to be Strong, Smart and Bold

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron's Top 100 Women Financial Advisors, 2009-2020
  • Barron's Top 1,200 Financial Advisors, 2014-2017, 2019-2020
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • 914 Inc. Women in Business Honoree, 2019
  • InvestmentNews Best Places to Work for Financial Advisers, 2018, 2020
  • 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