As a CERTIFIED FINANCIAL PLANNER™ Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.
I have the resources and knowledge to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services.
I am a graduate of Siena College. I also hold the CLU and ChFC professional designation from The American College. Maintaining a strong sense of community and a solid professional foundation are very important to me.
I am a member of Columbia County Chamber of Commerce, Columbia County Historical Society, Society of Financial Service Professionals, Berkshire County Estate Planning Council and Village of Valatie Volunteer Fire Co. I also volunteer with St. James Church and The Ghent Food Pantry.
I have a daughter who attends the University of Rhode Island and twin sons in high school.
I collect daily rain and snowfall measurents for the National Weather Service and I also am a trained SKYWARN storm spotter.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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