Advisor profile

My approach

With 31 years of experience in financial planning and investment advisory services, I provide customized tax and wealth management strategies for individuals, families and institutions.

My practice focuses on providing an exemplary level of service, proactive advice and consistent and direct communication.

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

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investments
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Small Business
  • Estate Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Domestic Partner Planning


  • CRPS™ Chartered Retirement Plans Specialist™
  • CDFA® Certified Divorce Financial Analyst
  • Life, Accident & Health Insurance

Awards & recognition

  • The Aroety Group, Ameriprise Client Experience Award, 2020 -2022

Previous experience

  • SVP, Wealth Management and Family Wealth Director, Morgan Stanley, 1992-2019, New York, NY, 1992-2019

Honored To Receive Recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service.

Community participation

I support Bottomless Closet, an organization that empowers disadvantaged New York City women to enter the workforce and achieve success.

I support The Monticello NY Rotary Club. We have identified specific causes to target to maximize our local and global impact. At the same time, we understand that each community has its own unique needs and concerns. Through our network of resources and partners, we help clubs focus their service efforts in promoting peace, fighting disease, providing clean water, saving mothers and children, supporting education, and growing local economies.


I am fluent in Hebrew and is an avid lover of the theater and ballet. In my free time, I enjoy spending time with family and relaxing at the lake. In addition, I am a supporter of charities dealing with or finding a cure for women's diseases and giving people back their self-confidence and becoming self-sufficient. Residing in Manhattan, I am married and the mother of two children.