My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution

Education

  • Rutgers University, School of Business

Community participation

Every year my husband, Shawn and I sponsor a campaign to collect donations for two causes: a local shelter called Joseph’s House and Shriner’s Hospitals for Children. We collect toys for the hospital and clothes, toiletries, and non-perishable food for the shelter. https://www.jhoc.org/ and https://www.shrinershospitalsforchildren.org/shc

Interests

I enjoy traveling to new places, relaxing down the shore, listening to good music, and spending time with my family and friends.

My photos

1 albums
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