I pride myself at being approachable, responsive, and skilled at explaining complex financial situations in easy to understand language.

I enjoy working with “self made” small business owners, helping them formulate a plan to get their financial houses in order and develop strategies to manage their money in a tax?efficient way.

I also have first-hand knowledge of the costs and challenges involved in raising a family. Many of my clients are motivated by the responsibilities of parenthood families to work with a financial planner for the first time.

For people going through divorce, I can help understand the financial implications and arrive at suitable divorce settlement decisions.

Some of my most important work is with those nearing retirement age. I can help them get a plan in place, and if necessary, bridge the gap between their retirement plan and today’s sometimes harsh economic realities.

I live in NYC with my husband and son. When not working, I enjoy gardening, being outdoors and spending time with my family.

Please visit my blog at www.cultivatingwealth.com

“Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.”