Advisor profile

My approach

I serve as a financial advisor for affluent families who are seeking clarity and confidence in their financial goals, who may want to leave a legacy for future generations.

My approach focuses on a long-term strategic plan that is personalized for you, responsive to change and monitored often. A strategy that is grounded in long-term fundamentals with adjustments for today’s market.

It is my job to inform you about the risks in your portfolio and the different approaches I can take to help you manage them. I’ll help you navigate the uncertainty of the markets so that you have a clear picture of what could happen while feeling more confident in your financial goals.
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Estate Planning Strategies

Education

  • Rutgers University - BA, Psychology

Awards & recognition

  • Ameriprise Circle of Success, 2016-2024
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2024-2025

Community participation

Gold Coast Wealth Advisors - Community participation photo

- LONG ISLAND CARES - THE HARRY CHAPIN FOOD BANK

Located in the Hauppauge Community our team regularly volunteers at the warehouse sorting and packing food for those who are in need.

- BREAST CANCER RESEARCH

- THE GUIDE DOG FOUNDATION

- ST. JUDES RESEARCH HOSPITAL

Interests

Along with being a hard-working professional, I am also a devoted mother and wife. I enjoy dedicating my time to raising my two children, Luke and Blake, with my Husband Mark. We enjoy lots of family activities together including card games, board games and traveling, especially to our casita in Fort Myers, FL. I also enjoy photo documenting big and small moments. To keep up with the demands of a busy personal and professional lifestyle, I stay fit by playing Pickleball 5-7 days/week! You can usually find me on the courts at Pickle and Par, Smithtown.

My photos

6 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.