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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Master of Business Administration, Accounting and Taxation, Seton Hall University
  • Bachelor of Arts, Mathematics and Russian Studies, Clark University

Interests

I love to travel and explore new places with family and friends.

I enjoy hiking, nature and being in the outdoors. I am particularly fond of the New England area with Maine being one of my favorite places to spend time.

I am an avid reader, and a history buff.