Through a “client-first” philosophy, I am committed to providing the highest standards of customer service and transparency in working with individuals, groups or businesses to achieve their financial goals. With rapidly changing financial and political landscapes, it is imperative to ensure that decisions and philosophies fit into a comprehensive and complete financial plan. Along with my team, we are dedicated to working directly with and educating individuals about the value of setting goals, identifying the right vehicles that best fit your needs and preparing as early as possible so you can confidently enjoy the best of times while simultaneously being prepared for the worst of times.
I graduated Summa Cum Laude from Ramapo College of New Jersey before completing an M.A. in Education from Teachers College, Columbia University. I was fortunate to begin my professional career at my Alma Mater giving back and spearheading community outreach and volunteer initiatives and still continue to teach a Social Issues course each semester. Early on, I found that I, along with many of my colleagues in higher education, wished we knew more about financial literacy and how to make the most of our benefits. Once I met with people at CFS and was made aware of the mistakes I was making, I found my true calling as a Financial Services Representative; where I approach each day with the philosophy that great Advisors have the mind of a Capitalist and the heart of a Social Worker. This has allowed me to continue pursuing my passion of having a positive impact on the lives of others.