Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • CLTC® Certified Long Term Care
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Awards & recognition

  • Five Star Wealth Manager, 2013-2023

Professional associations

  • Tri-County Chamber of Commerce, Executive Board
  • Fair Lawn Chamber of Commerce
  • Bergen County Professional Women's Network

Community participation

  • Junior League of Bergen County Sustainor Advisor
  • Bergen County Professional Women's Network
  • American Cancer Society, GWB Challenge committee


I enjoy outdoor sports-golfing, hiking, skiing, time with my family and friends, and travel different places with my family to see the world. I recently celebrated my 31st anniversary with my husband, Jim. My daughter, Julianna, graduated college this year and will be pursuing further medical education. My son, James, is a high school junior and is an honor student and typical teenage boy that plays competitively in hockey and lacrosse.