Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Queens College, BA History
  • Certified Financial Planner practitioner

Education

  • Queens College, BA

Awards & recognition

  • Five Star Wealth Manager, 2012,2014,2016

Interests

I enjoy fine dining and love trying out a new restaurant or revisiting some of my favorites. I am an avid reader and often listen to classical music. During the winter months, you’ll find me on the slopes and when it’s warmer, I spend my free time playing golf.