Helping Simplify Where Life and Money Meet
I help busy executives and business owners make sense of the financial side of their life so they can focus on their careers and their families. Rooted in the belief that a lifetime of work should result in a happy and fulfilling retirement and achievement of other important goals, I am committed to helping hardworking professionals and business owners
prepare for their future. I love being able to make a difference in my client’s lives – everything from working with them provide education funding for their child or grandchild to helping them retire with confidence. Outside of work, I serve on the board of trustees for Trenton Music Makers, enjoy playing the flute and spending time with my family and friends at the beach or at the mountains hiking or skiing. My husband, Steve and I reside in Princeton, NJ with our two rescue dogs – Lucy and Ethel.
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