CPA, CDFA®, Director, Divorce Financial Planning and Litigation Support
Hometown: Philadelphia, PA
What quality of yours makes you best suited to do what you do?
My compassion for the people going through a divorce based on my own experience and understanding what people need during this time to best help them. I am also a good listener and have the financial ability and broad understanding of the process to help people move through their divorce to make informed decisions for their future.
How should people think about their wealth?
Wealth provides safety and freedom. It is important to understand their finances, goals and financial situation and plan for their future.
Favorite Quote or Personal motto
“Be bold enough to use your voice, brave enough to listen to your heart, and strong enough to live the life you have always imagined.” ― Anonymous
How do you spend your time outside of work?
With family and friends, hiking, meditating and learning to play golf
What accomplishments are you most proud of?
Parenting children that are happy and have successful careers, successfully reinventing myself and my career after a divorce
Education, Licenses, and Affiliations:
BS in Accounting, University of Delaware, CPA license, CDFA certification
Series 65: “NASAA Investment Advisers Law Exam”