I’m your down-to-earth Financial Consultant delivering suitable advice that aims to to help you work toward meeting your unique financial and investment goals. I have extensive experience and credentials, possessing comprehensive knowledge of financial planning strategies to help you address major financial milestones for your short-, mid- and long-term objectives.
My goal for my clients is simple - I seek to understand each and every person’s current state and future vision in order to customize a financial strategy as unique as they are. I help demystify the fancy financial lingo and walk my clients through the planning process, so they can understand their choices and make better decisions for themselves and the people they love.
I specialize in helping independent women and female business owners develop and work toward their financial goals. From retirement planning to insurance plan design, I am positioned to be your family's trusted financial professional not just today, but for generations.
I have my MBA from Columbia Business School, where I earned the coveted Distinguished Service Award, and my Masters of Arts in Communications from Villanova University. I hold both the Series 7 and Series 66 securities registrations through LPL Financial, and I’m presently working toward my CERTIFIED FINANCIAL PLANNING™ (CFP®) designation.
I am very involved in the community and strongly believe in giving back. I am a member of a local Rotary chapter, which is an international service organization, and Junior League, one of the largest women’s volunteer organizations in the world. I am also deeply social and enjoy networking to build relationships with other like-minded people.
I reside in Saratoga Springs, New York with my dog, Jackson, and enjoy travel, yoga and outdoor adventures.