My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Investment Management
  • Financial Planning for Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education

Education

  • B.A. in Economics, Purchase College, Purchase, NY

Awards & recognition

  • Sears Advisory Group, Ameriprise Client Experience Award, 2021

Community participation

Interests

My personal passions are feeding people and helping others through many non profit organizations. I am blessed to have a supportive husband for over 30 years and a caring son who will continue my legacy of helping others. At Midnight Run, I've been going to feed the homeless in New York City for two decades. I am active in Rivertowns Rotary to help our communities; Ardsley, Dobbs Ferry, Hastings & Irvington in Westchester, New York.