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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Marymount College Tarrytown NY Bachelor of Science Finance

Interests

I enjoy spending my personal time taking in the beauty of nature and exploring other cultures.

So it is not surprising to find me cycling rail trails , skiing the mountains of Utah or enjoying watersports in the blue waters of the Caribbean and Sea of Cortez.

I also enjoy gardening, cooking and photography.

Community participation

Giving back to my community is core to my commitment as a business owner in Rhinebeck. Over the years I have had the privilege to volunteer for many worthy organizations.

My current community participation includes:

  • Morton Memorial Library and Community House - Volunteer
  • Rhinebeck Area Chamber of Commerce - Past President and Current Member
  • Wilderstein Historic Site - Business Advisory Council
  • Winnakee Land Trust - Member of the Open Field Society
  • The Southlands Foundation - Board Member

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2016, 2018, 2019, 2020,2021