Irene has been helping clients achieve their financial goals for over 35 years. She develops and tailors tax efficient portfolios designed to help meet each client's individual investment objectives. Irene employs risk management strategies such as diversification and appropriate asset allocation for each situation. A primary focus of her practice is working with clients who are gearing up for retirement. By planning ahead and ultimately converting the appropriate portion of their wealth into a protected stream of income using high quality taxable or tax free bonds, clients can live the retirement they envision without financial worry. Each year from 2001 to 2013, Irene was named to RBC's prestigious President’s Council for her outstanding performance and named to RBC's Director's Council from 2014 through 2018.
She is a graduate of the State University of New York at Albany and has passed the Series 7, 63, and 65 exams. Irene also holds her Life, Accident and Health license. Outside of the office, Irene enjoys golfing, tennis and a myriad of other sports and activities with her husband, two children and extended family.