Growing up in foster care in NYC, my first life lesson was "Are you kind and are you safe?" My second lesson was that all of our "getting" comes from our "giving." When another little girl arrived, I knew all I wanted to do was to keep her safe. I have always been passionate about caring for, encouraging and celebrating others.

This is my fifth professional career. Having worked in health care as an RN specializing in intensive care, coronary care, psych and pediatrics, in the communications industry in NYC working for ABC, on Wall Street for Time Inc, in continuing education as the VP for continuing education with the renowned Dr. Denis Waitley at the International Society for Advanced Education, and as a private business owner (yes, I owned a restaurant in NYC and was the owner/manager of an executive search firm)... All this experience reiterates my life lessons: if we don't make a difference, nothing else matters.

It is a joy for me to get to work with clients on all ends of the financial spectrum: I love helping young people learn how to own their money, instead of their money owning them; I love helping people plan for retirement, gaining clarity of their spending goals and bucket lists; I love helping people navigate their wealth transfer goals, and it is always a joy to help mitigate risk of those things we can't always control.

I am committed to helping my clients focus on healthy lifestyle choices. Offering a holistic approach is such a joy and I am ever thankful for a rich background from many perspectives, physically, mentally, emotionally and financially.

In my "spare" time, I am active in my community serving with Kiwanis, The Walk to End Alzheimer's and various community boards. I have three children, two grandchildren and two fur babies. Writing books and public speaking is a joy and privilege and passion!

If any of my life resonates with you, I would love to spend some time getting to help you sort out the tricky transitions of life.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Insurance & Annuities
  • New Investors

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More