Practice Snapshot
How I Help:
College Funding
Who I Help:
- Physicians
- Business Owners
- Professionals
About Me:
I have been providing my clients with comprehensive financial planning services for more than 30 years, focusing on the disability and life insurance, investment allocation, college funding, retirement planning and retirement distribution planning needs for physicians, business owners and professionals.
A proud graduate of Rutgers University with a degree in engineering, I continued my education by earning the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CFC®) and Chartered Special Needs Consultant (ChSNC®) designations from the American College.
Every year, I serve as a keynote speaker at the Stony Brook School of Medicine and New York Tech College of Osteopathic Medicine’s Exit Interview event, lecturing alongside the American Association of Medical Colleges about student loan management, budgeting, disability insurance and comprehensive financial planning.
Throughout my career, I have dedicated much of my time and support to numerous charitable and community organizations. I am involved with Cost of Freedom, Inc., an organization dedicated to honoring and assisting servicemen and servicewomen returning from combat. In partnership with the VA Medical Center in Northport, I co-founded the Kindred Spirit Program, a program to assist veterans in their transition to back to civilian life.
My husband and I reside in Huntington, NY with our three children.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
