I’ve been helping clients make more informed decisions about their finances since 1979. Over the years at firms like Paine Webber, Prudential Bache, Wachovia, and Wells Fargo Advisors, I’ve witnessed many changes to the financial services industry and have adapted to each one to help my clients stay on track to meet their goals.
The relationships I’ve cultivated over the years with my clients are based on trust and service. I hold a bachelor’s and master’s degree in both education and psychology from the University of North Carolina at Chapel Hill. I also have a master’s degree in financial planning from the College of Financial Planning. I’ve served as an adjunct professor at Bergen Community College for the CFP program and hold the AAMS designation. I love sharing my knowledge through financial courses for adults and speaking at different clubs and organizations.
I am a member of the Financial Planning Association and enjoy staying involved with my community and church. I enjoy reading, sewing, and spending time with my three children and eight grandchildren.