As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.
Together, my clients and I build a financial strategy that encourages them to think about where they've come from, where they're going, and what they'll leave behind.
I am a 22-year resident of Summit, NJ. I earned my MBA from Rutgers University. I have worked in the financial services industry for 20+ years and have my Series 7 and 66; Life; Accident & Health; and Variable licenses. I raised three children (now thriving adults) and am blessed with two grandchildren. I enjoy volunteer work, skiing, sailing, outdoor activities, and traveling abroad with my husband and children.
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA's BrokerCheck