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
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Rutgers University, School of Business

Interests

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

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