Advisor profile


My approach

I guide my clients through the journey of life by working together and helping them develop a financial plan to pursue their financial freedom. My goal is to help clients plan to achieve their dreams so they can enjoy today without stressing about tomorrow.

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPS® Certified Retirement Specialist

Education

  • BA, Fine Arts & Management-C.W.Post Campus-Long Island University,Greenvale,NY

Awards & recognition

  • Chelsea Highline Financial Advisors, Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at Chelsea Highline Financial Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Chelsea Highline Financial Advisors team and the great experience we work so hard to provide for our clients everyday.

Community participation

SeanCaseyAnimalRescue

I am proud to be recognized by Ameriprise Financial with a Volunteer Reward for my service to Sean Casey Animal Rescue. I support Sean Casey Animal Rescue because of the great work they do helping animals, the most vulnerable members of our community.

Specializing in Rescue, Adoption and placement of Domestic pets and also exotic animals

nyanimalresuw.org

Interests

I derive my greatest pleasure spending time with my husband and son.

My son and I enjoy playing guitar together. Seeing films and attending music events are favorite family activities.

Painting and animal welfare are also passions of mine.

Community participation is very important to me.

Below are organizations that are dear to my heart.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.