Hello. I am the co-founder of Empowered Financial Strategies and a financial advisor. I look forward to getting to know you better.
As a critical thinker, I am able to combine my passions of education and coaching with my analytical skills. My focus is on the detailed analysis of my client’s present situation, helping my clients understand their strengths and risks. I then build different strategies seeking to fortify strengths and diminish risks while assisting them in building wealth and reaching their goals. I love researching the different investment and insurance options and putting different pieces together to form a strategy that will improve the lives of those I serve. I am a national trainer and have spent years in field management, training, and managing a team of advisors.
I grew up in Upstate New York, where I attended Binghamton University, earning a bachelor’s degree in Mathematics with a concentration in Computers and Statistics. I earned the Life and Health license as well as Finra Series 6, 63, 65, 7 and 24 licenses. I have also earned a Certified Leadership Fellow (CLF®), and a Retirement Income Certified Professional (RICP®) through The American College. Using the RICP®, I specialize in turning assets into income streams during retirement and educate on long-term care, Medicaid, Medicare, and Social Security. Through my methodical and analytical process, I help you create a financial strategy with a clear visual picture to maximize your financial potential.
As an advocate for education, I have created a Financial Literacy Program for teens and I offer it to non-profits, schools and other groups who serve our youth. If you have interest in learning more about this empowering program, please reach out.
My other interests include nutrition and preventative health; I love hosting a great dinner or party and love building community relationships and pulling people together. I adore fast-paced sports, including rugby, football, and field hockey and love a good day of hiking, especially if I am in the Adirondacks’ or Finger Lakes. I am a hopeless optimist and I believe that one day my Buffalo Bills will win a Super Bowl.
My husband, Jerry, and I have been married for over 30 years and live in Newark, Delaware. We love traveling, gardening, working on projects together, and spending time with our dogs, family, and friends. Our favorite causes are various rescue organizations including Delaware Humane. We also support the Delaware Rugby Foundation, The Boys and Girls Clubs of America, and our church.