With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Candy is your contact for scheduling meetings and is often the voice you hear when you call our office. She "retired" to Texas from New York in 2004 to be near her kids and grandkids. In her spare time, she likes hosting family dinners and shopping for her grandkids.
MaryGrace has lived locally since childhood and loves spending time on Hunterdon County’s biking and hiking trails. In her spare time, she enjoys spending time with family, working out, and reading historical novels. She also loves cheering on her Clemson Tigers during the college football season!
Kathy joined our team in 2023 as a Client Service Specialist supporting our client’s needs remotely. Kathy has worked in the Financial Services field for 20 years. Prior to joining Ameriprise, Kathy worked at Fidelity Investments in the Workplace Investing organization. Outside of work hours she enjoys spending time with her friends and family in Rhode Island and Massachusetts.
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