I’ve been licensed since 2002, but my journey in finance started long before that—growing up in my dad’s investment and insurance agency. Watching him help people navigate their financial lives with compassion and care inspired my own path.
Before joining the family business, I owned a small retail store and loved the challenges of entrepreneurship. With my dad’s guidance, I learned how to manage the financial side of things—and when that business was bought out, he encouraged me to join him and Donna. I took the leap, not knowing where it would lead, but quickly discovered that this work is deeply meaningful to me.
I’m passionate about helping others gain financial confidence and clarity. Many people were never taught how to manage money, and that first step can feel overwhelming. I strive to make that step easier—offering education, guidance, and support every step of the way.
Why Financial Planning Matters to Me
Financial planning is personal for me. My parents were both raised by single mothers and worked hard to build financial security. One defining story from my dad’s life—losing his father at 17 and discovering a lapsed life insurance policy—shaped our family’s mission: to help ensure others never face the same burden.
Outside the Office
I live in Belle Harbor, NY with my husband Marc and our two dogs, Salty and Razz. Outside of work, I love gardening, reading, and taking Yoga and Pilates.
Education
- Over two decades of experience in the Financial Industry
- Investment Advisor Representative
- Series 7 License
- Insurance License
- Bachelor of Arts from William Smith