Our Mission
Our Mission is to be a trusted advocate for our clients and the things that matter most to them by helping them realize their potential, align intention with action, and ultimately achieve their definition of a meaningful life.
Creating an abundance mentality and thriving financially.
It feels difficult to financially thrive in today's world- How do we build savings habits while also living in the moment and doing things we enjoy? I believe we get to have all of the above, and that's why not just having a financial team, but the right financial team by your side is so important.
Long term financial planning doesn't happen by chance, and there's a lot of factors that play a role. I'm here to learn about you, identify your goals, and help you develop and implement a plan that strategically allows you to achieve those goals while at the same time being able to live and enjoy your life.
About Me
I live and grew up in Upstate New York, attending Brooklyn College for undergrad and Empire State College for graduate school. I am continuing my education at the American College of Financial Services. Prior to the start of my practice as a Financial Advisor in 2020, my career journey started in the healthcare sector’s financial services industry in 2015.
I obtained my ChFC® designation as of August of 2024.
Outside the office, I enjoy spending time with my husband, 3-year-old son and newborn daughter— hiking, running, and travelling in our free time.
Women Supporting Women
I continue to be involved in our Women’s Group, which was established several years ago and open to all members of our agency. It is opportunity to collaborate, grow, elevate, and impact each other authentically. The group has been a great support system for women as they navigate the business, and also to join together in support of our community, participating in a number of volunteer efforts.
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.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Tax-Efficient Strategies
Advisory Services
Long-Term Care 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.
