Advisor profile


My Approach

My approach is tailored to help meet attorneys’ financial planning needs.

Complimentary initial consultation: I begin with a consultation to better understand your financial goals and concerns, address the scope of services you are looking for as well as review fees.

Discovery: I will review your documents, including your expenses, retirement statements, loans employer benefits, tax return etc. Sometimes recommendations change as more evidence is presented. To provide comprehensive financial advice, I need to have the most comprehensive data possible.

Prioritization: Once it is concluded that the data is accurate, I will then work with clients to prioritize their goals. There may be times where goals can conflict (i.e., retiring early and paying for college). However, I can provide guidance on the impact of your own retirement to make an informed decision.

Written Proposal: You’ll receive a written summary of your financial picture along with our recommendations. Additionally, you’ll be able to track and modify your goals online reflecting current market conditions.

Goal Tracking: To ensure accountability I hold scheduled meetings with my clients throughout the year and adjust their plan, as necessary. Additionally, clients may also modify their goals online. For example, determining how much sooner you can retire by saving extra per month or cutting certain expenses.

If you would like to schedule your complimentary initial consultation, click here

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Insurance
16
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
  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • MBA Finance, Rutgers University, New Brunswick, NJ
  • BA Business Administration, Montclair State University, Montclair NJ

Interests

  • Running (including two marathons)
  • CrossFit
  • Reading
  • Volunteering
  • International Travel
  • Craft Beers
  • Gardening
  • Snowboarding

Community participation

  • CIANJ, Ambassador, Member of the Steering Committee , Generation Now Committee Member
  • Parsippany Area Chamber of Commerce, Membership Outreach Committee
  • American Cancer Society, GWB Committee Member
  • Clifton Road Runners Club
  • Reach Grenada
  • Team Continuum
  • Food Bank of NJ
  • Team Charity, Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2019-2021
  • Ameriprise Client Experience Award, 2020-2021

Professional associations

  • Parsippany Area Chamber of Commerce
  • Commerce and Industry Association of New Jersey
  • South Asian Bar Association of New Jersey
  • Hispanic Bar Association of NJ
  • Financial Planner's Association of NJ
  • Society for Financial Services Professionals of NJ
  • Greater Estate Planning Counsel of NJ

CLE seminars & Networking Events

In addition to providing financial guidance for attorneys, we regularly host attorney networking events. Our goal is to help our clients plan to achieve their financial aspirations. We offer a variety of seminars including: Financial Planning for Lawyers, Knowledge is power - financial strategies for women, and Plan for the Future - Maximizing Your Social Security Benefits. We also offer all attorneys the opportunity to participate in our bi-weekly networking events.

For more information regarding attorney networking events and providing CLE credits for law firms or bar associations, please contact Rylie.Wicoff@ampf.com or click here.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.