Advisor profile


What you can expect when you work with me

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.

Get started
26
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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Investments

Qualifications

  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Group 1, Life, Accident and Health

Education

  • BS in Political Science, Minored in Computer Science, Hunter College CUNY 1996

Awards & recognition

  • Wilson Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Wilson Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Professional associations

  • National Association of Professional Women

Community participation

Daughters of Penelope, Texas Children's Hospital volunteer and I sponsor a young girl in the Dominican Republic.

Interests

I really enjoy yoga, traveling internationally, reading a good book, rollerblading and sudoku puzzles.