Advisor profile


My approach

My mission:

I help you make sound financial decisions by knowing what your matters to you. I help you make informed decisions and collaborate with you on implementing strategies so you can be fully present in what really matters in your lives.

My mission is defined by 6 core values:

Integrity - I'm honest and forthright, even when the message is difficult to hear.

Collaboration - I work with our clients to understand their goals and aspirations, implement what makes sense for them and then help keep them accountable to their individual strategy.

Passion-I love what I do and have fun doing it. i'm energized by helping make a difference in our clients' lives.

Efficiency- I leverage technology and easy processes so you can focus your energy on what's most important to you.

Growth- I'm committed to personal growth and development to give my clients the fantastic service they expect. I also help our clients think about their growth goals as they strive to achieve the financial success they've worked towards.

Community- I'm active in the community of Clinton NJ and Hunterdon County and enjoy giving back with intention.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Sustainable and Responsible Investing
29
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisors™

Education

  • BS, Environmental & Business Economics, Cook College, New Brunswick, NJ

Interests

I enjoy spending time outdoors hiking, canoeing, and exploring new places with my husband Dean and two children (Isabelle & Jack). I am an avid reader and love to work out!

Community participation

Giving back to my community is core to my commitment as a business owner in Hunterdon County. Over the years I have had the privilege to volunteer for many worthy organizations.

My current community participation includes:

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Women’s Choice Award: Financial Advisor, WomenCertified, Inc., 2014-2020
  • Working Mother Top Wealth Advisor Moms, 2019
  • Five Star Wealth Manager, 2012-2019