Advisor profile

TNG's Approach

At TNG, we take a 3-step approach when working with new clients.

1. First, we seek to understand by asking clients lots of questions–helping them to get crystal clear on what they unapologetically want (as well as what they want to avoid).

2. Next, we collaborate with them on a plan that identifies what is necessary to get them what they want. What are their options? What must they choose to start and/or stop doing to reach their goals?

3. And then (and forever more), we act as their guide, accountability partner, and quarterback to help our clients implement the plan that can turn their dreams into a reality.

We listen. We collaborate. We execute.
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Education

  • Haddam-Killingworth High School (Higganum, CT)
  • Bachelor's in Finance (Financial Planning Concentration), Bentley University

Awards & recognition

  • TNG Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025

Honored to be recognized in Forbes

I’m excited to share that TNG Private Wealth has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Interests

  • I'm from Killingworth, CT – a small town with one stoplight! I grew up with my two siblings going to the beach, riding bikes, and playing sports. I've always enjoyed my time on the South Jersey shore.
  • In my role, I love being able to help simplify people's financial situations so they have one less thing to worry about.
  • I love playing music and have performed acoustic guitar and singing the past few summers near my hometown. I'm a big Philadelphia teams sports fan!
  • Fun fact: I played rugby in college. I never let being one of the smallest stop me from giving it my all, which is a sentiment I bring to all aspects of life!

My photos

3 albums
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