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Expertise: Business Services, Education and Relationships
I am passionate about helping people achieve their financial goals. I create specific financial plans, the tools to implement those plans and the process to review the plan. If my clients follow these three steps, they will be successful in reaching their goals and objectives.
I am a financial advisor who specializes in financial planning, retirement planning (both for individuals and businesses) and wealth creation. More
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When I began my career in 1972 on Wall Street, there were almost no women financial advisors or women in top management positions. I started "at the bottom" as a file clerk during a summer job and learned and absorbed everything I could. I worked my way up the ladder without any help. I ...
I volunteer at Norwalk Hospital in the emergency room. One night a young girl came in as a code 1 trauma. She had suffered a horrific accident at home and lost a leg. In a heartbeat her life and the life of her family members changed forever. In that instance my life changed forever too. I no longe ...