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
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
  • Investments
  • Insurance
  • Women's Financial Strategies
  • Saving for Education

Education

  • BA, Russian & French, James Madison University, Harrisonburg, VA

Professional associations

  • Villanova Club of Long Island

Community participation

I volunteer my time with the Villanova Club of Long Island. We teamed up again with Long Island Volunteer Center to help collect new and gently used prom dresses, bridesmaid’s dresses, evening dresses and accessories (including dressy shoes, evening bags, and costume jewelry) for the25th annual Prom Boutique. The Prom Boutique provides dresses for thousands of Long Island High School Students.

All dresses and accessories will be distributed free of charge to girls of families across Long Island who cannot easily absorb the expense of a new gown for their prom,awards ceremony, or graduation.

  • Villanova club of Long Island

Interests

The Villanova Club of Long Island has set up Game Watches for those of us who follow Villanova Basketball. Game watches are at various places on LI. All are welcome.

My photos

4 albums
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