My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • Long Island University, C.W. Post - Bachelors Criminal Justice

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Rocky Point Chamber of Commerce

Port Jefferson Chamber of Commerce

Moxxie

Long Island Center for Business & Professional Women

LIBOR Affiliate

Interests

I am a proud mom of two amazing boys and a pup. Family is everything to me... Time moves so fast that we all need to recognize how precious time is. I also love giving back to the community. I am a big believer that you give back when you can as you may be in someone else's shoes one day.

Marist Mom

Yankees

Giants

Nets

My photos

1 albums
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