Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Women's Financial Strategies
  • Insurance
  • Tax Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner Practitioner
  • Pace University - MBA - Finance
  • Mercy College - Bachelor of Science - Accounting

Interests

  • I love spending time with my Husband, children and family.
  • Outdoor activity is my favorite past-time and I enjoy skiing, kayaking and swimming.
  • Fine dining and the Long Island vineyards