CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

(518) 373-7357

There is nothing more important to me than helping people obtain their goals. I have worked in the financial industry for over 40 years, guiding members of my community throughout the various stages of their financial lives, and watching them attain their own picture-perfect retirement.

I grew up locally in a family that valued hard work and serving others. My husband John and I currently reside in Clifton Park where we raised our 3 children, who are now adults, married and parents themselves. We are now blessed to have 7 grandchildren who bring joy and plenty of happiness to our lives.

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).

After obtaining my CPA license, I spent the first half of my career assisting both individual and small business clients with tax and accounting matters. After far too many tax seasons, I felt inspired to help people navigate the complex financial stages of life. Based on this goal, I started my career as a Financial Planner in 2003. Financial phases can be as simple as setting up your first retirement plan, or as complex and confusing as funding children’s college education, planning for aging parents, long term care decisions, business planning, and estate planning strategies. As you navigate these paths in life, my objective is to serve as your financial guide to help you achieve your goals.

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

When I’m not working with clients, you will find me training for my next triathlon, kayaking, biking or hiking. 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. I also 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. Finally, on the off chance that I am actually sitting down, I am most likely watching my favorite baseball team- the NY Mets, playing with my grandchildren or reading a good book.

Fun Facts:

 

  • I used to be shy!
  • I compete in triathlons
  • I played the clarinet in elementary and middle school

Education and professional development is of upmost importance to me. I have dedicated myself to further developing my knowledge throughout my career. 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
RealLife stories client service award as featured in Parents and Oprah Magazine
Consistently a Top 10 Female Financial Advisor at Equitable Advisors

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 Registrar@TheAmericanCollege.edu. 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 atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com