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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Small Business
  • Family Finances

Qualifications

  • CPA Certified Public Accountant

Education

  • BS, Accounting, Bloomfield College, New Jersey
  • MBA, Rutgers University

Previous experience

  • Associate Vice President, Investment Officer, Wells Fargo Advisors, 2006 - 2019
  • Financial Advisor, Citigroup Global Markets Inc., 1998 - 2006

Community participation

An active member of the community for over twenty years, I am involved with multiple community educational grant and endowment programs.

  • Kiwanis Club
  • Toastmasters

Interests

I love spending time with the newer joy of my life; my granddaughter. Once again I’m going to ballet, martial arts and gymnastics events.