There is nothing more important to me than helping people obtain their goals. With over 40 years of experience in the financial industry, I have been dedicated to guiding members of my community through the various stages of their financial lives, witnessing their journey toward achieving their own picture-perfect retirement.
I was raised in a local family that valued hard work and serving others. Currently residing in Clifton Park with my husband, John, we have successfully raised our three children, who are now adults, married, and parents themselves. Our lives are now further enriched by the presence of 8 grandchildren, bringing joy and happiness to our family.
Having obtained my CPA license, I spent the first half of my career assisting both individual and small business clients with tax and accounting matters. Following numerous tax seasons, I found inspiration in helping people navigate the complex financial stages of life. With this goal in mind, I transitioned my career to become a Financial Planner in 2003.
Financial phases can range from setting up your first retirement plan to tackling complex and confusing scenarios such as funding children’s college education, planning for aging parents, making long-term care decisions, business planning, and implementing estate planning strategies. As you navigate these paths in life, my objective is to serve as your financial guide, assisting you in achieving your goals.
When I’m not working with clients, you will find me training for my next triathlon, kayaking, biking, or doing yoga. I also find it rewarding to mentor and inspire other women to accomplish their goals. I have been a mentor for the Freihofer’s Run for Women for many years, training hundreds of women and helping them complete their first 5K. For fun, I train and compete with a local dragon boat team, “Dragon’s Alive,” just to keep things interesting. My husband and I are avid hikers and have completed 35 of the 46 Adirondack High Peaks. We also enjoy traveling and exploring other countries and cultures.
In 2022, I completed my 200-hour yoga certification to help people remain healthy and strong, incorporating mind, body, and spirit. Finally, on the off chance that I am sitting down, I am most likely watching my favorite baseball team – the NY Mets or playing with my grandchildren.
I STRIVE TO PROVIDE THE HIGHEST LEVEL OF PROFESSIONALISM BY:
- Listening to my clients
- Being objective and open
- Providing professional service and advice with integrity
Fun Facts:
- I used to be shy!
- I compete in triathlons
- I played the clarinet in elementary and middle school
Education has always been my foundation and I am a proud graduate of Siena College (BBA- Accounting) and the University of Albany (MS-Accounting-Taxation). Professional development is of utmost importance to me. I have dedicated myself to further developing my knowledge throughout my career to provide my clients with the most appropriate advice and guidance. Therefore, I have a strong record of certifications, awards, and advanced designations including:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Chartered Life Underwriter (CLU®)
Retirement Income Certified Professional (RICP)
Certified Divorce Financial Analysis (CDFA®)
Certificate in Retirement Planning – Wharton School, University of Pennsylvania
Credentialed Holistic Financial Coach – Columbia University
Consistently a Top 10 Female Financial Advisor at Equitable Advisors
For more information on working with a CERTIFIED FINANCIAL PLANNER™, please visit the links below.
Sequoia and its financial professionals do not provide tax or legal advice. Clients are reminded to seek counsel from their personal advisors regarding their specific circumstances.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].
To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected]