Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Insurance/ non-resident producer license, July 2013
  • NJ Insurance Producer License, June 2012
  • Uniform Investment Advisor Law (Series 65), June 2000
  • Uniform Securities Agent State Law (Series 63), July 1982
  • General Securities Representative (Series 7), December 1980

Education

  • Bachelors of Arts, Art & General Studies, William Paterson Univerisity, Wayne NJ

Interests

I enjoy advising my clients on one of the most important topics of their lives. But, on a personal note I love traveling. In recent years I have traveled to countries like Italy and around Europe by a Mediterranean cruise. In the summer time I like to spend time at the Jersey Shore. I love my shelter cat Honey and when I have an opportunity I love to read nonfiction / mystery books as well as watching movies from the 30's-50's.

Community participation

I volunteer my time every at Toys for Tots by donating toys to kids in our community. Toys for Tots brings the joy of the holidays and sends a message of hope to America's less fortunate children.

Awards & recognition

  • Leading Women Entrepreneurs & Business Owners, 2012

Previous experience

  • Senior Financial Advisor/Branch Manager, Summit Brokerage Services, Inc., Aug 2011 - Aug 2018
  • Registered Sales Assistant, Wells Fargo Advisors, Dec 2010 - Aug 2011
  • Bancnorth Investment Group, Nov 2006 - Jun 2009
  • Commerce Capital Markets, Feb 1999- Nov 2006