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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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8
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.

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.