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Financial Services

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation.

Areas of focus

Intergenerational Planning
Retirement Planning Strategies
Wealth Preservation Strategies


I am a proud mom of two amazing boys and a pup. Family is everything to me... Time moves so fast that we all need to recognize how precious time is. I also love giving back to the community. I am a big believer that you give back when you can as you may be in someone else's shoes one day.

Community participation

Rocky Point Chamber of CommercePort Jefferson Chamber of CommerceMoxxie

200 Broadhollow Road Suite 302
Melville, New York 11747

Ph: 631-760-2280
Fax: 631-424-2942