Financial Consultant

 

Welcome to my web site.  I hope you find it to be a valuable resource.

As an AXA Advisors Financial Professional, I am dedicated to helping individuals and businesses build their financial futures.

During my 22 years in financial services, I've continually worked to stay on top of my field and develop my professional skills.  This includes participating in ongoing continuing education, as well as completing the curriculum and passing the rigorous exams for the:

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • FINRA licenses: Series 6, Series 7, Series 63 and Series 65

My academic background includes:

  • Bachelor of Science Degree in Marketing from the Wharton School of the University of Pennsylvania
  • MBA from Temple University

My education, over 30 years of business experience, and professional affiliations enable me to offer my clients innovative yet practical strategies to meet their financial goals.  I take a consultative approach, and work hard to ensure that my clients fully understand the strategies and products recommended to secure their financial futures.

I am actively involved in numerous community and professional organizations.  A lifelong resident of the Philadelphia area, I reside in Bala Cynwyd, PA with my husband, Jeffrey, and two children.

I look forward to working with you.