As a member of the Institute for Divorce Financial Analysts I specializes in the financial issues surrounding divorce, acting as an advisor to one party’s divorce lawyer or as a mediator for both parties. A seasoned CERTIFIED FINANCIAL PLANNER™ professional (CFP®), providing in-depth knowledge of financial planning and wealth management services, creating comprehensive financial plans, identifying investment opportunities, managing risk and providing an estate plan. Communicating complex information to clients to make them aware of their options and developing investment strategies to meet short and long term financial objectives. As a Chartered Investment Manager (CIM®) designation holder, I provide our clients insight into portfolio analytics and investment strategies. Our company takes a holistic approach when it comes to financial planning and wealth management services for our clients.
In my spare time, I am a devoted soccer mom, fluent in English, Spanish and Italian.