Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor
  • FINRA Series 7, 6, 65, 63

Interests

I work with several non-for-profits in White Plains, NY and Mamaroneck, NY.

I love spending time with my family, especially on weekends enjoying nature and local restaurants.

I love to cook and create healthy and delicious meals for family and friends.

I love to travel to all different parts of the world and learn about all the different cultures and what they have to offer.

Community participation

I feel it is important to give back to our local communities and participate in some of the fun events offered to our local neighbors.

I've been a sponsor of 3 local events within the Village Mamaroneck Recreation Department:

- Halloween Spooktacular 2017 & 2018

- 51st & 52nd Annual Turkey Trot & Gobbler Race

- 12th & 13th Annual Tree Lighting Social

I feel it is important to give back to local businesses & non for profits by networking & idea sharing:

- Vice President and Board Member of the Mamaroneck Chamber of Commerce

- Board Member and Chairperson of Finance Committee for the Women's Empowerment Institute