Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
23
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