About Me

I grew up in Philadelphia, and graduated from Chestnut Hill University. I have been in the retirement and estate planning business for over 30 years. I am married to my wonderful husband, David. I have an amazing daughter, Kaitlyn. She's a CPA who lives in the Mid-Atlantic region. I have an adorable grand-puppy named Raven. I’m an active churchgoer, and I regularly attend Mass. Traveling is one of my biggest passions, and I’ve been to over thirty-five different countries. I love working with my clients, and I’m lucky enough to call many friends. Our offices are located in Florida and New Jersey. I am licensed to do business in Florida/ New Jersey / Pennsylvania/ South Carolina / Arizona for any and all retirement needs.