Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Cash Flow Management Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Queens College, BA History
  • Certified Financial Planner practitioner

Education

  • Queens College, BA

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.

Awards & recognition

  • Five Star Wealth Manager, 2012,2014,2016