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
21
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
  • Domestic Partner Planning
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution

Education

  • Rutgers University, School of Business

Community participation

Every year my husband, Shawn and I sponsor a campaign to collect donations for two causes: a local shelter called Joseph’s House and Shriner’s Hospitals for Children. We collect toys for the hospital and clothes, toiletries, and non-perishable food for the shelter. https://www.jhoc.org/ and https://www.shrinershospitalsforchildren.org/shc

Interests

I enjoy traveling to new places, relaxing down the shore, listening to good music, and spending time with my family and friends.

My photos

1 albums
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