I graduated Hofstra University with a Bachelor of Business Administration in Accounting and later graduated from Pace University with a Masters of Business Administration in Finance while building a career in the municipal bond industry on Wall Street. My decision to become a financial advisor was motivated by my goal to educate and help clients with a better understanding of investments and to help me to build a business that I enjoy. Working for major financial institutions like Citicorp, The Bank of New York, and JP Morgan Chase, I maintained a consultative approach with my clients but believed I could better serve them in all aspects of financial, tax and estate planning issues by becoming a CERTIFIED FINANCIAL PLANNERTM . It was at that time, April 2016, upon completing the CFP® requirements that I moved my practice to RBC Wealth Management to fully support my client's needs. I maintain FINRA Series 7, 63, 65, 26 licenses as well as life and health insurance licenses.
Born and raised in New York, I am a longtime resident of the Three Village area on Long Island where I am raising three daughters with my husband Tom. I love yoga, biking, gardening and dining out. I am committed to educating and empowering women to cultivate their financial strength and literacy while building my business to serve and help families to create wealth and financial security.