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As a financial planner for Rightirement Wealth Partners, I provide my clients with a full complement of wealth services for individuals, small business owners and their families. My approach is both personal and comprehensive, empowering you to focus on two things: vision and decision.
Be the CEO of Your Life: Manage Your Money Like a Business
At Rightirement, we help you create the vision of what you want to accomplish financially and identify potential risks along the way. We position ourselves as your dedicated “CFO” and are independent financial planners who do not endorse a “one size fits all” philosophy. We help build your personalized financial roadmap designed to provide confidence, direction, and peace of mind.
I joined Rightirement in 2019, after 5 years of financial planning at Barnum Financial Group formerly an office of MetLife. Prior to Barnum I worked at INDATA, specializing in managed portfolio services to a wide variety of investment institutions and asset managers. I have a bachelor’s degree in Finance and Economics from Sacred Heart University’s College of Business. I am a member of the Financial Planning Association- Greater Hudson Valley Chapter and contributor to Senior Law Day, a project of the Westchester Public/Private Partnership for Aging Services.
I was raised in Somers, NY and currently reside in South Salem, NY. I enjoy golf, fitness, and spending time with family.
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