I live in Manasquan with my husband and work with high net worth families all over the country but mostly in NJ. I have been focused on expanding my practice in Monmouth County where I live and grew up.
As a Certified Financial Planner I take a comprehensive approach and advise my clients on investments, financial planning, estate planning, banking, lending (including jumbo mortgages), life insurance and charitable planning. I get to know the individuals and help them achieve their goals and objectives which could be planning for the sale of a business or retirement, investing assets for future generations, making sure they have enough money to last their lifetime, etc. If you are interested in learning more, please reach out.
