Professional
My practice specializes in holistic financial planning, insurance planning, retirement planning. My clients come from diverse backgrounds and work in a variety of industries however they all seek better understanding of their own financial situation and how to achieve their long term goals. I offer scenario planning and education on the various options available to clients. My passion is making sure that clients are set up for a changing tax landscape, prepared for the variety of headwinds that could affect outcomes, and balancing between liquidity and long term savings growth and protections. I have experience working with those in Entertainment and the various of Theatrical Unions, Finance, NYC agencies and their Third Party Contractors, among others.
Prior to my time as an advisor I spent over 15 years in the fashion industry. I bring that business background into my work with clients today by being data driven and building flexible strategies that can change as you change. I have been married to my husband, Mark for over 20 years. We have three sons and live in Upper Manhattan. I would love to meet with you and hear about your needs and goals!
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Areas of Expertise
My practice focuses on helping people with Financial Security by using data analysis to help make the best recommendations possible. Many of my clients work in the Entertainment Industry. I often help my clients understand what they can do to save for retirement if they do not have an employer plan, or if their current pension won't be enough. I also help with S-Corp strategies and insurance options to protect your income and family.
Financial Planning
Retirement Planning & Income Strategies
Disability Planning
Life Insurance Strategies
Investment Planning & Strategies
Tax-Efficient Strategies
Education Planning & Funding
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
