In 1997, I opened my Edward Jones office and have been an active member in various community organizations. I have served as a past president of the Smithtown Business and Professional Women's Network.

I have earned and hold the following professional designations and certifications: CFP® or CERTIFIED FINANCIAL PLANNER™*, ChFC® or Chartered Financial Consultant®, CLU® or Chartered Life Underwriter® and AAMS™. *Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

My securities registrations are: General Securities Representative (Series 7), State Registered Agent (Series 63), Uniform Investment Adviser (Series 65).

My education background includes a bachelor's degree, where I graduated cum laude and a master's in business administration (MBA). I was also inducted into the Delta Pi Honor Society.

We focus on investments, portfolio construction, retirement planning, employer plan options, IRAs and inheritances. We are a warm and friendly office. Along with my branch office administrator, Debbie Vanderwaag, we enjoy our long-term interaction and close relationship with our clients.

My office is located at 2193 Jericho Turnpike, Commack, NY. We can be contacted at 631-462-8550 or [email protected].

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

Office Information

Office Hours

Office Hours
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

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