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.

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30
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Education

  • Siena College - Loudonville, NY- Business & Finance, 1982
  • Hudson Valley Community College - Troy, NY - Business Admin., 1980

Previous experience

  • Edward Jones Investments in Clifton Park,NY, serving the serious longterm investor, 1999-2019
  • Alvest Financial, financial advisor building wealth of high net worth clients & Small Business Owner, 1997-1999
  • Merrill Lynch as financial advisor of high net worth individuals, 1994-1997
  • Key Trust Co as VP of securities trading and portfolio manager of Victory NY & Nat'l Tax Free Fds, 1981-1994

Community participation

Mechanicville Stillwater Elks Lodge - Lodge #1403 www.elks.org

Alzheimers Association - Walk to End Alzheimers - fundraising www.alz.org

Italian Fraternal Society - Ladies Auxiliary (no website - local organization)

1) Annually sponsors multiple families for "Adopt-a-child" for Christmas

2) Donates annually to Back-to-School backpack program

3) Fund drive for the local food banks at Thanksgiving

Interests

I enjoy spending time with my family, especially my 4 grandchildren and attending their sporting events. I am a rollercoaster enthusiast and love traveling especially to beaches. I love to cook, go camping and have backyard barbeques.