How can you pursue what matters most?

One of my greatest satisfactions comes from educating people and helping them to achieve their investment goals, as well as life goals. The creation of a customized, comprehensive wealth management plan, coupled with excellent service, is of utmost importance. My financial career began in 1988 and I joined UBS Financial Services Inc. in 2004 at the Director level, with business titles including Branch Manager and Financial Advisor. My professional credentials include the Series 3, 7, 8, 63 and 65, along with life insurance and variable annuity licenses. For many years I have been providing individuals, families, business owners and executives with total portfolio management, including asset allocation, retirement income planning, estate planning and insurance planning. At St. Joseph's College, Brooklyn, NY, I earned a Bachelor of Arts degree in Education. While attending the Southampton Campus of Long Island University, I completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003. My husband and I reside in Hampton Bays with our two children. I have served on the board as president of the East End Women's Network and in 2019 was the recipient of the EEWN Woman of the Year Award. During my free time I enjoy playing tennis, golfing, kayaking, and spending time with my family.