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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 3, 4, 7, 8, 24, 63, 65
  • Life, Accident & Health - NY, NJ, CT, NH

Education

  • SUNY at Albany - Bachelors of Science in Finance

Awards & recognition

  • On Wall Street Top 100 Branch Managers, 2017
  • Ameriprise Circle of Success, Ameriprise Circle of Success, 2011-2012, 2014,2016-2017, 2021-2022

Community participation

  • I donate my time to many area organizations: Special Olympics, Parkinsons Research, World Wildlife Foundation, Ovarian Cancer Foundation.

Interests

  • I enjoy a relaxing drive out to Montauk Point
  • I enjoy getting involved in my community