Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education

Education

  • B.A. in Economics, Purchase College, Purchase, NY

Awards & recognition

  • Sears Advisory Group, Ameriprise Client Experience Award, 2021

Community participation

  • Rivertowns Rotary
  • Midnight Run
  • Episcopal Dioceses of New York, Global Mission Committee
  • St. Barnabas, Irvington, NY

Interests

My personal passions are feeding people and helping others through many non profit organizations. I am blessed to have a supportive husband for over 30 years and a caring son who will continue my legacy of helping others. At Midnight Run, I've been going to feed the homeless in New York City for two decades. I am active in Rivertowns Rotary to help our communities; Ardsley, Dobbs Ferry, Hastings & Irvington in Westchester, New York.