My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

I enjoy spending time with my two grandchildren Hannah and Jake. I'm passionate about raising awareness about Juvenile Diabetes and the research being done to find a cure. Our family puts a lot of effort in raising funds for this cause.

Community Participation

34
Years of Experience ?

Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2017

Education

  • City University of New York, Bachelors of Arts in Economics 1980

Files for Download

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My Videos(5 videos)

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