My mission is to help you live your richest life.
Do you believe that financial satisfaction involves more than simply accumulating the most money? Whether you want to fund your children’s education, plan for retirement, increase your philanthropic giving-or pursue a number of ambitious goals-I will help you to align your financial life with your values and objectives. I work with people from all life stages and backgrounds who connect with at least one of these perspectives:
• Care about socially responsible investing and philanthropic giving
• Want guidance on how to make thoughtful, enduring choices with their inheritances
• Have a family member with special needs and desire caring, knowledgeable support
• Seek ongoing retirement income planning advice
My goal is to provide a wealth strategy that matches your sense of purpose and helps you make the most of your opportunities.
I am a CERTIFIED FINANCIAL PLANNER™ certificant, and hold the Chartered Special Needs Consultant™ and Chartered Retirement Planning Counselor ℠ designations. These designations demonstrate my deep understanding of all components of wealth management and my commitment to professionalism.
I bring more than a decade of financial services experience and a lifelong commitment to education and knowledge. I hold an M.A. in education from the Jewish Theological Seminary (JTS) and graduated Magna Cum Laude from the Double Degree Program at Barnard College and JTS, with B.A.’s in Economic History and Talmud (Jewish Law).
Beyond the office, I enjoy yoga, cycling, running and scuba-diving. I’m an active community volunteer and serve on the boards of several non-profits. I’ve travelled extensively, visiting 25 countries on 6 continents.