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

  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • University of Massachusetts at Amherst, BS - Isenberg School of Management
  • Master of Science, Personal Financial Planning, College for Financial Planning

Interests

I was a nationally competitive gymnast from age 6 through 22, when I competed in the NCAA for UMASS Amherst. These were years of discipline and focus. I learned to be mindful of my personal growth, as well as those of my teammates. I carry these values, spirit and teamwork into my practice as an advisor.

I grew up just outside of NYC. Today I am lucky to live and work in the city, and still be close enough to spend time with my niece and nephew.

While in Graduate School, I was particularly struck by a course focused on the Psychology of Money. I’ve learned to be profoundly helpful to my clients by understanding more than just the numbers.

Community participation

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a 2017 Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

The Trevor Project

SAGE

Children's International

Isenberg School of Management

Awards & recognition

  • FIVE STAR Wealth Manager, New York Magazine, 2014,2015,2017

In The News

Over the years, I have been interviewed by or contributed to the following media outlets and publications:

    • CNBC
    • Newsday
    • Investment News
    • Metrosource