Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 63, 65, Life & Health

Education

  • MBA, Management & International Business, Stern School of Business, New York University, NYC
  • BA, English Literature & Communications, Iona College, New Rochelle, NY

Interests

  • Live performances--especially concerts, ballet, theater
  • Good food and good wine with good friends
  • Summer time at the shore
  • Walking, swimming, riding my bike

Community participation

  • Member, Junior League of Monmouth County, Rumson NJ

Professional associations

  • FPA, Financial Planning Association
  • FPANJ, Financial Planning Association of New Jersey