Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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With our team since 2018. She enjoys the beach, photography, music, and spending time with her family.
I am originally from New Jersey but have lived in Florida for over 35 years. I have 40 years of experience in the administrative field.
I enjoy going to the gym, big family gathering with my children, grandchildren, and friends. My husband and I have a vacation home in Tennesse, which was a dream of ours. We love spending time there just relaxing and enjoying life with our three dogs: Jake, Oliver, and Spike.
With a degree in Communications & Sociology, I've built my career around what I do best - connecting with people and making things happen. I'm passionate about creating seamless experiences, building lasting relationships and bringing energy and heart to everything I do. I live with my boyfriend, our dog Chanel, and our cat Snooki. Outside of work, I love traveling, exercise, reading, and spending time with my friends.
I was born and raised in Boca Raton, Fl and currently reside in Lake Worth. At Camelot, I focus on client relationship building, marketing, social media, and event planning. Working here has allowed me to grow both professionally and personally.Outside of work, I enjoy watching hockey, weightlifting, animals, beach days, and spending time with friends and family.
I am originally from New York and relocated to South Florida 4 years ago. I've been fortunate to work with Camelot since my relocation and have enjoyed growing into my role. I have 27 years of administrative experience as well as 15 years of mortgage processing and underwriting experience.Outside of work, I enjoy the beach, time with family and friends, exploring new places, and seeing all that Florida has to offer.
I joined Camelot Wealth Management Partners in January of 2024. I am still in college studying Business Management at Florida Atlantic University.In my free time, I love tuning into sport games- specifically basketball and football, working out, and playing basketball. In the future, I plan on becoming a Financial Advisor and I look forward to helping people meet their financial goals.
I have 25 years of experience in financial services, specializing in client service, operations, and sales. Known for my commitment to excellence, I’ve worked with firms including Raymond James, Bank of America Investments, and Wells Fargo Advisors. I studied Liberal Arts at Hunter College in NYC and enjoy reading, cooking, gardening, tennis, and home projects. and home renovation projects.
I bring 30+ years of executive leadership across sales, marketing, and operations, now focused on helping individuals and families achieve meaningful financial goals at Camelot Wealth Management Partners. I’m passionate about building security and turning long-term aspirations into reality, while enjoying life as a husband, father, grandfather, reader, Boston sports fan, and travel-loving food enthusiast, at heart always.
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