I take great joy in helping clients meet their lifestyle goals through tailored financial plans. Meeting with people and building plans for their financial future is a passion of mine. I believe in providing clients with the experience and knowledge they may not have, always listening to their needs without pushing unnecessary products. Many clients have expressed appreciation for how I explain things, valuing my expertise and trusting that I'm acting in their best interest.
My journey in finance was shaped by a personal experience. At 19, I was in an automobile accident and received a settlement. Thinking I was being smart, I invested it, but, unfortunately, trusted the wrong person and lost a significant amount during the tech bubble of ‘99-'00. This experience fueled my vow to never let this happen to anyone I know and to manage my own finances with diligence.
My approach is simple yet detailed. I start by taking an inventory of where my clients are financially, understanding their cash flow, and identifying their goals. Educating clients on what may be available to them based on age and income is crucial, and I implement a plan that is regularly reviewed and adjusted as needed.
Born and raised on Long Island, I moved out young, valuing independence both financially and socially. Growing up, dance taught me discipline, a trait that has been invaluable throughout my life. I've lived in Queens since 2004, and it feels like home more than anywhere else. I love the diversity of cultures and the variety of cuisines available—a true foodie paradise.
My two nieces are the loves of my life, and my dad is my best friend. Fitness is my passion, and I've completed over 20 Spartan races, two HYROX competitions, and TURF WARS. The fitness community's grit, determination, and mutual respect for all athletes is unparalleled. In my free time, you'll find me immersed in group fitness.
Since January 2024, I've been a member of my co-op board and have volunteered with City Harvest. I have held the Chartered Financial Consultant (ChFC) designation since 2005 and the Retirement Income Certified Professional (RICP) designation since 2019. These credentials enable me to support my clients in achieving their financial aspirations with confidence and clarity.