Wealth Management Advisor
CurrentI have been in the financial services industry for more than 30 years. My specialization is in creating financial plans that manage wealth and become the basis for retirement plans. Solutions include building plans for individuals, families and small business owners. Prior to joining Glen Eagle in February 2019, I was with Summit Financial (2016-2019); Merrill Lynch in Princeton (2011-2013); and Insight Private Advisory in Bridgewater (2013-2016).I previously served as Vice President and Retail Regional Manager at 1st Constitution Bank, Amboy Bank, and United Jersey/Summit Bank in NJ, and Danielson Federal Bank in CT.I am dedicated to working with individuals, families and small business owners to provide in-depth and coordinated wide-range financial advisory services which are strategically focused. This means working with my clients to have a plan for their financial future, so that retirement plans are in place.I am a Retirement Income Certified Professional (RICP). I earned an MBA from Simmons College Graduate School of Management and an undergraduate degree from Wheelock College, both located in Boston, MA. I hold FINRA Series 7 and Series 66 and I am licensed to sell Life and Health Insurance.I am a member of a number of local organizations. As a member of the Princeton Regional Chamber of Commerce, I am also a member of the Women In Business Alliance committee. I serve on the board of the Princeton Senior Resource Center, and the board of trustees for the Nassau Club in Princeton where I also chair the Membership Committee and am a member of the Admission Committee. At the The Present Day Club in Princeton, I am a member of the Board and Chair of the Finance Committee.My husband John and I reside in Princeton. We both enjoy golfing.
