Growing up as an immigrant in New Jersey, I witnessed ﬁrsthand many of the mistakes made by people who didn’t fully grasp the ﬁnancial system in this country. After college, I began my career as an advisor to help people understand why it’s so important to plan ﬁnancially for the future. Now, as Managing Partner of a ﬁrm, I coach and help build advisor teams. My hope is to pass along my ﬁnancial knowledge to my son and the next generation. I’ve been fortunate to succeed when others didn’t think it was possible.
I am passionate about helping others succeed in their career. I dedicate time to coaching and mentoring women in the business regardless of the company they are affiliated with. The focus on financial literacy for children and college students is my contribution to future generations in educating them on what choices they have when making money decisions and career choices.
Industry involvement in AALU, MDRT, GAMA, WIFS, FPA are very critical to me. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care