I joined Merrill Lynch in 1997. As a Merrill Lynch Financial Advisor I work with families, individual investors & business owners by helping my clients design a road map to realizing their financial goals and then I implement the strategies necessary to achieve them. I work closely with my clients, monitoring the progress towards their goals and meet with them regularly to make adjustments to their individually designed strategies as needed. I also believe in incorporating my clients other professional advisors, such as their attorneys & CPAs, into the planning process in order to create a more goals based and efficient investment strategy and also to better understand every aspect of her client’s financial picture and long term planning needs and wealth transfer desires.
Additionally, my philosophy is that each client presents their own unique set of goals and challenges and I enjoy taking the time to really get to know everyone personally. Working with a team of specialists within Merrill Lynch allows me to work with my clients in all aspects of the goals based planning approach whether it is investments, asset allocation, saving for college, purchasing a first or second home, planning for retirement, estate planning services & philanthropy. I hold the Chartered Retirement Planning Counselor(sm) (CRPC®) designation and the Accredited Domestic Partnership Advisor(sm) Designation(ADPA®).
I live in Pompton Lakes, NJ with my two beautiful children, Paige and John Michael. Together we enjoy cooking, traveling, water sports and a spending summer days at Greenwood Lake on our boat.
Cumac - Board of Directors Habitat for Humanity - Volunteer Pompton Lakes Shade Tree Commission Pompton Lakes Women's Club - Committee Chair International Outreach & Garden Conservation Pompton Lakes High School Band Association - Board Member Lenox School PTA - Chair, Multiple Committees Ducks Unlimited - Event Planning Committee