Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Seeking a life of adventure and entrepreneurship, I have always followed my passion, from Russia to California and back again. Born and raised in New Jersey, with a few stints in India, Pakistan and Hawaii strewn throughout my youth, I have lived, traveled and worked abroad throughout my career. I enjoy new adventures and opportunities where I bring unique and creative thought processes to projects.
I am a volunteer at my church, a member of several professional organizations including BNI, PWBN and the Main Line Chamber of Commerce and a fabulously fun auntie. Proficient in Russian, I have a B.A. in International Relations and Soviet Studies from the University of Pennsylvania and a Certificate in Entrepreneurship from the Wharton School of Business.
I enjoy cycling, gardening, writing and photography. From time to time, you will find my photos in various local venues sharing documentary images from overseas.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies