Advisor profile


What you can expect when you work with me

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.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care

Education

  • Bachelors in Science of Business Management, Monmouth University, West Long Branch, NJ

Interests

As a mother of two young children my interests typically include spending my free time with my family. We enjoy going to parks or on hikes. We love catching up and spending time with our friends and family.