I enjoy working with clients by providing a wealth management strategy that encompasses their entire financial life through a holistic approach. I utilize a goals-based wealth management process that includes asset allocation, portfolio management, tax minimization, liability management, retirement income planning and estate planning services. I have been in the financial industry for over 20 years and joined RBC Wealth Management in 2018.
I hold the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Life Underwriter® designation and the Retirement Income Certified Professional® designation. I acquired my Master of Science degree in personal financial planning from the College for Financial Planning, MBA in finance from William Paterson University and my bachelor’s degree from Rutgers University.
I have passed the Series 4, 7, 24, 53, 63 and 66 exams, and hold life and health insurance licenses.
I live in Saddle Brook, New Jersey, and volunteer my time to the Fair Lawn Athletic Club, which raises funds for local charities.