Vice President
My goal is to partner with clients and their families to optimize their finances especially during significant life milestones, including divorce, or the loss of a partner, receiving an inheritance, or nearing (or being in) retirement. I work closely with clients to listen and learn all I can about what’s most important to them so I can help with their financial goals. I’m especially passionate about helping women feel more in control of their finances.
Joined Karpus Investment Management in 2012
Previous experience ─ LVW Advisors, Convergent Wealth Advisors, Citi/Smith Barney Consulting Group