Serving clients since 1991, I began my career in financial services in New York City. In NYC, I worked at Chase Wealth Management Group and USI, where I worked with high-net-worth individuals advising clients on issues such as tax, retirement, investment, long-term care, and estate planning.

I now resides in South Florida and specializes in helping people grow financially and transition from their working years to retirement. Focusing on Tax Efficient Wealth Management, Retirement & Estate Planning, and Seeking To Keep their Wealth In their Family. I believe in educating families on how to develop simple, measurable, and attainable retirement plans.

In addition to running my company, I am the mother of 3 beautiful children, Sammy 23, Elana 21, and Kayla 19. In my spare time, I enjoy spending time with my children, photography, baking and volunteering in the community.