Prior to joining RBC Wealth Management in 2018, I had an extensive successful career at Merrill Lynch and Bank of America Investment Services. I am passionate about delivering a holistic personal wealth management experience to all of my valued clients as a portfolio advisor. In addition to providing traditional advice and guidance, I can help clients pursue their investment objectives by recommending individual, or any combination of, RBC or approved third-party investment managers’ strategies, funds or portfolios. I also specialize in the unique issues and concerns women face every day. I have earned the Retirement Accredited Financial Advisor (RAFA) designation which allows me to provide access to fiduciary advisory services to both defined benefit and 401(k) contribution plans. I have also earned the Certified Plan Fiduciary Advisor (CPFA) credential, which demonstrates knowledge, expertise and commitment to working with retirement plans.
My goal is to be among the best in my field by working with families, individual investors and business owners to develop their long-term financial strategies. I focus on building enduring client relationships through my commitment to providing outstanding guidance and service. I adhere to a disciplined process that delivers a consistent yet customized wealth management experience, including: portfolio development, education planning, retirement planning, Social Security planning, liability management, tax minimization and asset preservations, with specific emphasis on helping achieve a lifetime retirement income stream. I also work with my clients’ attorneys and CPAs to develop strategies that efficiently transfer their hard earned wealth to the next generation.
I live in Bergen County, New Jersey, and have two sons.
