Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Insurance
  • Women's Financial Strategies
  • Family Finances
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Susquehanna University 1990
  • College for Financial Planning 2011

Previous experience

  • Lehman Brothers Inc., 1992 -1993
  • Citigroup Global Markets Inc., 1993 - 2009

Community participation

Participate in various charitable and civic organizations throughout the year. Interests include, non governmental soulutions to protect the environment and natural resources.

Our National Day of Service is November 15, 2013. I will be at the JBJ Soul Kitchen to volunteer my time and give back to the community.

Interests

Flying, I have my private pilots license and have flown over 200 hours most of which I was the PIC(Pilot in Command) Flying remains one of my great passions although having a family does not allow me to participate in it as much as I would like.

My other great passion is the Jersey Shore, There is nothing better than being at the beach on a sunny summer day. If its summer in NJ then you can find me and my children at the beach.

Within the last few years I have taken up the guitar as a hobby. My mother was very musical and as I have aged my interest in music has been rekindled. Playing the Guitar has turned into a passion.