I am committed to helping professionals, families and small businesses translate their hard work into successful financial strategies. I know that creating a strong, customized financial plan can have a profound impact on the ability to lead the life you want.
I provide my clients with strategies to help them achieve their goals with more certainty and less risk, increase their level of financial organization and minimize threats to their personal balance sheet. The goals of working with me include:
Asset and Income Protection
Maximizing Retirement Income
Minimizing Income and Estate Taxes
Education Funding and the Financial Aid Process
I have over 25 years of experience in the financial services industry – working in the credit markets for Bank of America and international capital markets for Morgan Stanley, and serving as a tech and telecom analyst for Putnam Investments. I have also been the chairman of the board for a pension fund and a private investor. I have my Bachelors of Arts degree in Biochemistry from Mount Holyoke College and my Masters of Business Administration from The Wharton School at the University of Pennsylvania, and was awarded a post-graduate Fellowship to the Stockholm School of Economics.
I currently reside in Arlington, MA and enjoy spending time with my teenage daughter, family and friends. I believe in being a citizen of the world and have traveled to 39 countries. In my free time, I enjoy exploring new places, great conversations, art and volunteering.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.