I am an accountant and investment advisor representative with over 25 years of experience helping individuals and small business owners tackle their complex financial problems. I also enjoy working with women who may be taking control of their finances for the first time. Together, we explore their financial situation and create strategies to protect their future.
As a CPA, I’m trained to look at my client’s entire financial picture to help ensure that everything is working as part of a logical whole.
I received my B.S. in Accounting from Brooklyn College in 1991 and became a licensed CPA in New York in 1995. I am a member of the American Institute of Certified Public Accountants, and the New York State Society of CPA's.