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How I Can Help
For more than 30 years, it has been a true privilege to walk alongside clients as they pursue their financial goals and lifelong dreams. With empathy and understanding, I strive to turn complex decisions into clear, actionable strategies that grow and adapt through every stage of life. My commitment is to offer meaningful, personalized guidance—helping clients embrace new opportunities and face challenges with reassurance, confidence, and optimism.

What Makes Me Knowledgeable
Throughout my three-decade career, I have been dedicated to helping individuals and families grow, protect, and transfer their wealth with purpose and clarity. My approach blends strategic insight with a deep understanding of what matters most to each client. I am honored to have been recognized as one of Forbes Best-in-State Wealth Advisors for five consecutive years (2021–2025)—an acknowledgment that reflects not only professional achievement, but also the trust my clients place in me year after year.

I hold a Bachelor of Science in Business Administration with a minor in Marketing from the University of South Florida, providing a strong foundation in both financial analysis and effective communication—skills essential to navigating today’s complex financial landscape. My mission is simple: to deliver clear, practical, and personalized strategies that help clients make informed decisions and achieve their vision of success.

Get to Know Me
My wife, Livia, and I are proud parents of three wonderful children—Allyson, Sydney, and Jack. Outside of work, I enjoy exploring new destinations through bicycling and travel, capturing meaningful moments with my camera, and spending time with family on the beach. I’m also passionate about giving back through volunteer work with the New York Cancer Foundation and Island Harvest Food Bank. These experiences keep me grounded and remind me of what truly matters most—the people we love and the causes we hold close to our hearts.

How I Can Help
Your financial goals deserve a strategy as dynamic as your life. As a dedicated wealth management Advisor, I work with successful individuals and families to design personalized investment strategies and investment plans that reflect their values, ambitions, and evolving priorities. My focus is on helping clients preserve, grow, and transfer wealth with clarity, confidence, and purpose—so they can enjoy the rewards of their hard work and create lasting legacies for future generations.
 
What Makes Me Knowledgeable
With more than 30 years of experience in investment planning and portfolio management, I bring both depth and perspective to every client relationship. I’m honored to have been recognized as one of Forbes Top Women Wealth Advisors Best-in-State (2026–2022)¹ and Forbes Top Women Wealth Advisors (2020)²—honors that reflect my commitment to excellence and the trust my clients place in me.

I hold a Bachelor of Science in Business Administration and Speech Communication from SUNY Fredonia, a foundation that combines analytical insight with strong communication skills to make complex financial concepts clear and actionable.

Get to Know Me
Outside the office, I enjoy an active lifestyle with my husband, Kevin, and our children, Ashley and Sean. Whether skiing, running, or boating, I value balance, purpose, and connection—principles that guide both my personal life and my approach to wealth management.

 

<sub>1 2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. View Award Disclosures

2 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. View Award Disclosures</sub> 

How I Can Help
For nearly four decades, I have had the privilege of helping clients navigate the complexities of their financial lives with clarity, confidence, and purpose. Since beginning my career with Smith Barney in 1986, my focus has remained the same: listening closely, understanding what truly matters, and working side‑by‑side with clients to pursue their long‑term goals. I believe in building relationships founded on trust, service, and integrity—offering thoughtful guidance through every market environment and every life milestone.

What Makes Me Knowledgeable
Throughout my career, I have served in a variety of roles, including Municipal Underwriting and Financial Advisor positions, giving me a broad and seasoned perspective on today’s financial landscape. I hold a Master’s Degree in Finance and am registered with the Financial Industry Regulatory Authority to handle stocks, corporate and municipal bonds, annuities, and a range of other investment products. In addition, I am licensed with the New York State Insurance Department to transact business in life, health, and annuities.

My approach centers on understanding each client’s needs, concerns, and comfort with risk before designing strategies aligned with their goals. I believe strongly in the importance of asset allocation as a tool for managing risk and creating a disciplined investment framework. Every plan is thoughtfully crafted, clearly communicated, and built to evolve over time.

My mission is simple: to deliver sound strategies and steady guidance that help clients feel informed, supported, and confident in the future they’re working toward.

Get to Know Me
Outside the office, my greatest joy is my family. I am most proud of my wife, Denise, and our children, Jillian and Christopher. I enjoy staying active through biking, spending meaningful time with family and friends, and getting outdoors whenever I can. Being out in nature—whether on a trail, by the water, or simply enjoying fresh air—keeps me grounded and reminds me of the importance of balance, gratitude, and connection.

My goal—both personally and professionally—is to earn trust, build lasting partnerships, and help clients remain confident throughout life’s financial journey.

How I Can Help
Inspired by my mother, a trusted financial advisor, I chose a career dedicated to helping others achieve financial success. As a Senior Financial Advisor at Balustrade Financial Consulting Group of Wells Fargo Advisors, I provide personalized guidance across all areas of wealth management—from investment strategies to retirement planning. My goal is to help clients define their vision, make informed decisions, and pursue their long-term financial aspirations with confidence.

What Makes Me Knowledgeable
With more than 30 years of experience in the financial industry, I’ve developed a deep understanding of the markets and a steadfast, client-focused philosophy. I stay actively informed on financial trends and strategies, combining that knowledge with practical insight to design customized plans aligned with each client’s unique goals, values, and priorities. 

I graduated Temple University in Philadelphia, PA, with a bachelor degree in Telecommunications and Mass Media which helped to provide me with the building blocks for essential skills in communicating clearly, understanding diverse perspectives, and translating complex information into meaningful conversations with clients.

Get to Know Me
I live in Amityville, New York, with my husband, Michael, and our two rescue dogs, Lindy and Luna. Outside of work, I enjoy traveling, college football, and community service. I’m especially proud to support the Tunnel to Towers Foundation, a cause that reflects my belief in giving back and building strong, supportive communities.

How I Can Help
As a Senior Vice President – Investments, I take a holistic approach to helping clients plan for retirement, build legacies, and align their wealth with what matters most to them. I believe in clear communication, collaboration, and staying focused on long-term goals—helping clients cut through market noise and make confident financial decisions. My role on the team is to understand your complete financial picture and design investment strategies that help simplify complexity and bring your goals within reach.

What Makes Me Knowledgeable
I began my career at Bloomberg, where I supported clients around the world in English, French, and Spanish and later joined the Analytics Department to help investors navigate all facets of the markets. I became the department’s top producer and was often invited to speak at recruiting events on behalf of Bloomberg. Before joining Wells Fargo Advisors, I managed a regulatory compliance recruiting practice and later founded my own successful business, giving me firsthand insight into the challenges professionals and business owners face. Having been a working professional, entrepreneur, and parent, I value empathy and connection—I understand the competing priorities many clients face and strive to provide thoughtful guidance that brings both clarity and confidence to their financial lives.

I graduated from The George Washington University’s Elliott School of International Affairs, earning a Bachelor of Arts degree in International Affairs with concentrations in International Economics and Russia and Eastern Europe, along with minors in Economics and History.

Get to Know Me
I live in Dix Hills, New York, with my husband, Geoffrey, and our two daughters, Kira and Elora. We’ve called Dix Hills home since 2008. I’m an active member of the community and previously served as President of the Dix Hills Jewish Center (2021–2022). Outside of work, I enjoy traveling, reading, exploring new ideas, and playing golf.

How I Can Help
I focus on simplifying and helping to managing clients’ financial lives by taking the complexity out of portfolio oversight and account management. With an analytical, disciplined approach, I work to help ensure investments are well-positioned to meet each client’s goals. I am committed to delivering exceptional service, consistent communication, and thoughtful strategies designed to bring confidence and clarity to the financial decision-making process.

What Makes Me Knowledgeable
Since 2012, I have built specialized experience in advisory services, trading, and portfolio management through my work at UBS Financial Services and Wells Fargo Advisors. I hold a degree in Economics from Penn State University and maintain several securities licenses, including FINRA Series 7, 63, and 65 registrations, reflecting my dedication to staying current with industry standards and best practices.

Get to Know Me
I live in Farmingdale, New York, and enjoy an active lifestyle that includes billiards, bowling, sports, and camping. As a competitive billiards player, I find strong parallels between the precision, patience, and strategy the game requires and the thoughtful approach I bring to financial analysis and portfolio management.

How I Can Help
With more than 35 years of industry experience, I understand that exceptional client service starts with patience, reliability, and genuine care. Each day, I focus on helping ensure clients and advisors receive the seamless support they deserve—from accurate documentation to smooth daily operations—so they can feel confident and well supported.  I approach every interaction with calm attentiveness and a commitment to getting things right the first time.

What Makes Me Knowledgeable
My career began right here at this firm, where I spent 15 years developing a strong foundation in client service and operational support. I later expanded my expertise over 13 years at UBS, and for the past 7 years I’ve been proud to be part of Wells Fargo Advisors, providing dependable, high‑level support to the brokerage team. Decades in this profession have taught me the value of precision, consistency, and attention to detail—qualities that help me anticipate needs, prevent issues before they arise, and contribute to a collaborative, client‑focused environment.

Get to Know Me
I’m a lifelong resident of the Town of Babylon and deeply rooted in my community and family. Giving back has always been important to me, and I’ve participated in extensive volunteer work over the years. Outside of the office, I love spending time at the beach, and enjoying life as a devoted animal‑lover. I also enjoy bike riding, which gives me a chance to unwind, stay active, and appreciate the outdoors. Whether I’m with family, friends, or out on a bike trail, these moments remind me of the importance of connection—something I strive to bring into both my personal and professional life.

How I Can Help
I believe exceptional client service begins with truly listening. Each day, I’m dedicated to ensuring clients have seamless access to their accounts and receive the attentive support they deserve. I approach every interaction with empathy and precision—because behind every account is a person with meaningful financial goals and unique concerns. My goal is to make every client feel heard, supported, and confident in the care they receive.

What Makes Me Knowledgeable
With more than four decades of client service experience, I’ve developed a deep understanding of what clients value most: accuracy, efficiency, and genuine care. Over the years, I’ve learned that the smallest details often make the biggest difference. I take great pride in anticipating clients’ needs—often before they even have to ask—and in creating an experience built on trust, consistency, and dependability.

Get to Know Me
I’m fortunate to call West Babylon, New York, home, where I live with my husband, Ardi. As a devoted animal lover, I find joy in caring for those we love most. My happiest moments are spent at the beach, surrounded by family, or sharing laughter and stories with my sisters. These simple yet meaningful experiences remind me daily why building strong, lasting relationships—both personal and professional—is so important to me.