About My Practice
We offer a full suite of financial services, and specialize in working with entrepreneurs and growing families. Services offered:
Financial Planning – Comprehensive financial plans, as well as more limited plans focused on a specific need, such as budgeting or divorce planning advice are available. Planning is provided for an hourly fee or negotiated flat rate.
Investment Management - Depending on your individual goals and tolerance for risk, we can explore a range of investment options – stocks, bonds, mutual funds – and how each might fit into your portfolio and your overall financial plan.
Small Business Retirement Plans – We have experience required to recommend, select and implement a retirement plan for your small business.
Insurance – We offer products and solutions from more than 50 different insurance and annuity companies. Term life insurance fulfills the insurance needs for most of our clients.
After over 10 years in marketing, I became a financial advisor to connect with clients, use my knowledge of financial planning and investing, and own my own business. I joined Raymond James in 2009 after starting my financial advisory career at Merrill Lynch in 2007. I believe my experience in both startups and the Fortune 500 is an asset that helps me quickly understand a wide range of client situations.
I hold an MBA and Bachelor of Arts from New York University. A CERTIFIED FINANCIAL PLANNER™ practitioner, I also hold the Series 7, Series 66 and Life, Accident and Disability insurance licenses. I’m also a Charted Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA™).
I live in Brooklyn with my husband and 4 year old son. I’m originally from the Pittsburgh area.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC, CDFA, MBA
Raymond James Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.