Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Insurance
  • Sustainable and Responsible Investing
  • Investments

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BA in Environmental and Business Economics, Rutgers University New Brunswick, 2014-2018

Awards & recognition

  • Mindful Wealth Management, Ameriprise Client Experience Award, 2020-2022