I was born in Red Bank, grew up in Fair Haven, lived in Westfield for 30 years and in 2020 moved back to Monmouth County and now live in Manasquan with my husband. We have 2 recently married sons who live out of state.
I have been in the financial service industry for over 30 years and a Private Banker at JP Morgan in NJ. I am a Certified Financial Planner who takes a holistic approach to wealth management for my high net worth clients. I work with all types of clients and provide guidance to help them achieve their financial goals and objectives and make a large firm feel small. I have many resources to draw from and will bring in specialist if needed. I provide advice and services that include investment management, business succession planning, financial planning, trust and estate planning, life insurance, lending, banking and more.