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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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


  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance


  • Bachelors in Business Administration, concentration in Finance, Fairleigh Dickinson, 1998-2002

Previous experience

  • Financial Advisor, Edward Jones, Englewood Cliffs NJ, 2011-2019

Community participation

Book Bag Donation to the Center for Food Action in Mahwah, NJ
Book Bag Donation to the Center for Food Action in Mahwah, NJ

- Bergen Highlands Ramsey Rotary Club President

- Member of the Mahwah Chamber of Commerce

- Soccer Coach


Soccer, Sailing, Hiking, Traveling, Cooking and Gardening