I started my career in the financial industry in 1995. I graduated from Ramapo College of
New Jersey with a Bachelor of Arts degree in Economics. I carry the FINRA series 7,63, and
66 securities licenses as well as the Life and Health Insurance license. I worked hard to earn
the CRC and CDFA designations. The CRC refers to Certified Retirement Counselor is an
elite group of professionals who specialize in helping workers and retirees make well
informed retirement decisions. The CDFA refers to Certified Divorce Financial Analyst this
designation gives me the expertise to assist clients and their attorneys to understand the
financial impact on the future to deliver a fair divorce settlement.
I diligently focus my financial planning knowledge to help people with their financial goals
through all stages of life. I understand how the dynamics of life can disrupt your goals and
plans. My understanding of the complex retirement plans and laws that pertain to them
gives me the edge that my clients have found to be invaluable.
I have co-hosted seminars with many different organizations that have gave benefit to the
thousands of people in attendance. These experiences give me great satisfaction knowing
that I could help so many people on a large scale. Even though I have taught seminars, I
value the one-on-one personal relationships I have with my clients.
I live in Northern New Jersey with my husband Chris and my son. I am a member of The
National Association for Female Executives (NAFE). I also volunteer my time to numerous
organizations and charities. These organizations have included training women and children
to be better informed in the world of finance.