I’m thrilled to be part of this community. I am looking forward to focusing on helping my clients effectively manage risks, fees, and taxes, while providing tailored solutions that align with their goals. My husband, who has retired from Wall Street, also now works in this industry. Together, we’re passionate about making a meaningful difference in our clients’ lives.
With a background in real estate and a love for problem-solving, I’m excited to deepen my expertise, learn from others, and share insights with like-minded professionals here. Looking forward to connecting with all of you!