CA Insurance License #OD68350
State of Domicile: NJ
As a Financial Representative, I can help assess your current situation, define your future goals and outline a program to help you achieve them. Together, we will develop a strategy that is based on your needs and helps meet your objectives. My focus is on delivering comprehensive, data driven financial solutions to families and business owners taking into consideration each person’s unique situation.
I graduated from Barnard College, Columbia University with a degree in economics. I began my career doing financial analysis and marketing in the finance world. I worked for one of the leading financial services organizations in New York City before taking a leave of absence to raise my children. While on hiatus, I held leadership positions in community organizations, charities, and schools. I have championed causes within my town and have successfully launched new programs at my children’s schools. I have served as treasurer and have been the key finance person in several different organizations over the years. I have gained a great deal of satisfaction of being able to give back to my community and use my skills to further many programs and charitable initiatives.
At CREATIVE Financial Group, I am now part of a team of professionals with investment, insurance, and estate planning and risk management expertise. My mission is to utilize the specialized members of my team to create a nuanced and robust strategy for you. I offer personalized solutions for retirement, educational funding and wealth accumulation.
I live in Bergenfield, New Jersey with my husband David who is also in the financial field. I am the proud mother of 5 children, Kevin, Arianna, Andrew and twins, Lindsey & Benjamin. When not busy with my family and friends, I enjoy cooking, volunteering, reading, playing games and fruit picking.