Expertise:
Her expertise includes retirement, cash flow and life insurance planning.
Major Product/SVS:
Financial Services including Wealth Management and Financial Planning
Favorite Business Publication:
Financial Planning Magazine; Barron's; TIME
Hobbies/Sports:
Caring for Animals, Walking, Practicing Yoga
Education Degrees:
Bachelor of Arts in Human Relations, Pace University
Affiliations Awards:
The National Association of Personal Financial Advisors; American Society on Aging; Financial Planning Association
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspect of her career is helping people improve their quality of life as they age.
Charity:
Associate Trustee, Jefferson Ferry Foundation; Volunteer, National Multiple Sclerosis Society
Number Of Years In Profession:
24
Number Of Years In Current Position:
16
What Does He/She Attribute Success To:
She attributes her success to her tenacity and love for her profession.
Why did you become involved in your profession or industry?:
She became involved in her profession because of her work experience as a sales associate for Sigma Financial Advisors.
Education Certifications:
Certified Financial Planner; Certified Senior Advisor; Registered Financial Gerontologist