It’s easier to make the "right decisions" when you’re guided by comprehensive professional advice you can trust and a personalized consultative process focused on what matters most to you. This begins with a conversation. Our intial meeting leads with a full discovery to fully understand you, those close to you, your current and future wants and wishes. Our  wealth management approach includes a diagnostic of your current situtation, our suitable recommendations for moving forward and introduces you to our overall fully intergrated, strategic financial planning approach. Proper holistic individualized planning conveys to our client's understanding an intelligent, strategic, and efficient  means to save, borrow and access their assets with confidence and uncover opportunities many advisors overlook.

We partner with you and your advisors combining UBS's internal and external intellectual capital partners including our global investment, bank and lending, trust, and advance planning services. We organize your records, provide portfolio performance analysis, risk evaluation, asset allocation, portfolio monitoring and rebalancing. Our advanced planning strategies focus on high net-worth indiviuals and families needs of wealth enhancement, wealth transfer, wealth protection and charitable giving. Let us talk with you and your professionals to help you maximize your portfolio after-tax return. 

Professionally, as a Wealth Manager with UBS Financial Services, Inc. in Palm Beach Gardens, my role is to  actively manage prosperity for a select number of clients. My collaborative team helps busy individuals make informed decisions about their money so they can focus on growing their personal and professional lives and spending more time with their families. As a CFP® and a passionate financial advocate, we stress full financial planning services  designed to accommodate the increased complexity for high net-worth clients. As a Senior Portfolio Manager, with 30+ experienced years of changing global markets, geo-political, and ever-changing interest rates changes,we perform a wide range of portfolio strategies based on an individual's risk tolerance, time frame, investment objective and experience. Change impacts social, financial, and family life in complex ways. We believe in a long term, quality approach to building and protecting one's income and growth. We maximize our reseach and portfolio management professionals expertise in making prudent decisions for our clients. 

Our proven comprehensive five-step wealth management consultive process is a repeatble process. We take pride in our long-time relationship focus we have with our clients and thier professionals. We understandd the only constant is change and we convey the changes we see on our investment and planning horizons in an understandable way...by one-on one conversations.

Active in the community, I enthusiastically support Palm Beach County Fine Arts. I currently serve as Director on the Benzaiten Center for Creative Arts and the Palm Beach County Estate Planning Council. I previously served the boards of the Executive Women of the Palm Beaches, Inc., Foundation, the South Florida Affiliate | Susan G. Komen®. I am a proud U.S. Air Force veteran and graduated from Rollins College. I established and fund an endowed business scholarship for college students working towards or reentering business. Personally, I am a "foodie" and wine enthusiast, an active member of Chaine des Rotisseurs and Ordre Mondial, enjoy entertaining amongst friends, gardening and yoga. My goal is to make every effort to continuously explore architecture, history, theater, museums and human nature through world travel.

• CERTIFIED FINANCIAL PLANNER¿
• Certified Exit Planning Advisor (CEPA)
• Women's Business Exchange Mentoring Program
• Veteran - United States Air Force

• Certified Exit Planning Advisor (CEPA) - The Exit Planning Institute (EPI)
• Certified Financial Planner- CFP® professional - Certified Financial Planner Board of Standards, Inc
• Bachelors of Science - Rollins College

• Securities Licenses- Series 7 & 63
• Life, Health, Variable Annuity and Long Term Care insurance licenses - CT, FL, IL, MD, MI, NC, OH, PA

• Benzaiten Center for the Creative Arts - Board of Directors, Lake Worth FL
• Palm Beach County Estate Planning Council - Board of Directors, Palm Beach Gardens FL
• Palm Beach North Chamber of Commerce Executive Trustee Council
• Lions of Judea - The Jewish Federation of Palm Beach County
• Place of Hope

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