Licensed Financial Planner / Admin Specialist
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I’m passionate about helping people protect and preserve their wealth for generations to come. I love helping people get the protection they need based on their goals and objectives for whatever life brings them. With prior experience in having helped homebuyers and sellers, as well as having served as a key staff ADMINISTRATIVE OFFICE SPECIALIST in Real Estate, I continuously leverage my ability to simplify complex concepts so clients can make informed choices.
My focus is on building and growing relationships rooted in trust, clarity, and actionable guidance—whether it’s planning for retirement, protecting loved ones, or building long-term wealth. I love skiing, reading, watching documentaries, and all faith-focused podcasts and other activities. I'm also an avid animal lover, especially cats.
I've rescued 4 of them, all who enjoy being part of our family.
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Life Accident and Health License: New York State Department of Financial Services - Issued Nov 2025 · Expires Nov 2027
Master of Science in Publishing: Pace University - New York, NY. Graduated Summa Cum Laude