Hometown: I was raised in Elizabeth, NJ, in a very conservative, faith based community. I am a first generation American. Both parents emigrated from Austria with their families when they were teens.
I live with: My awesome husband, Tommy, who is from Argentina, and one of our four sons, Alex, who is 23 years old.
Tell us about the work you do. How did you wind up here? I help people make smart decisions about their money.
I used to managed mutual funds, love the investment industry and wanted to work directly with people, helping guide them in a field that I’m passionate about.
What did you want to be when you were a little kid? An artist. But that doesn’t pay well. And I was determined to be a bread winner after seeing my mother living on an “allowance” she got from my Dad. No way was that going to be me.
How does that play into the work you do now? Not really sure, except that I’m a problem solver and helping people figure out their financial lives definitely requires problem solving skills! Every situation is unique.
What problems do you solve for your clients? We help empower women and their loved ones (that includes enlightened men) to make good financial decisions. We do this by being three things: counselor, teacher and cheerleader.
Tell us the best part of what you do: Helping our clients get the answers they seek and finding peace of mind about their finances.It’s very rewarding when clients say, “You’ve helped to make my dreams come true.” Or “I value your advice and council on every financial decision I make.” It’s satisfying to know at the end of the day that you’ve made a difference in someone’s life.
What’s your personal motto or mantra? Focus on what you can control and ignore all the noise around you.
Who’s your role model? My husband—creative, energetic, generous, productive, smart, always learning and accomplishes more in one day than anyone else I know.
Where’s your favorite place to relax? In front of a fire with a good book.
Tell us a favorite accomplishment: I was able to relaunch my career four years ago after a 13 year career break.
How can clients work with you? You may know a women who is in transition – death of a spouse or parent, job change, divorce, downsizing… she often has financial decisions to make.
We work with clients who have $500,000 or more of ‘investable’ assets. That might be all or a combination of IRAs, 401Ks or Brokerage accounts. We help consolidate and simplify our clients’ financial lives so they can move forward and focus on what matters most (like family, loved ones, hobbies, work, etc.). We give our clients peace of mind.