Business Owners, Financial Education, Investment Strategies (Reg. Reps Only), Insurance Strategies, College Funding Strategies, Business Succession Planning, Special Needs (ChSNC Required)
Growing up as an immigrant in New Jersey, I witnessed ﬁrsthand the common mistakes made by people who don’t fully grasp the ﬁnancial system in this country. After college, I began my career as an advisor to help people navigate and properly plan ﬁnancially for the future. Now, as President and General Agent of a ﬁrm, I am inspired to continue the work I started as an individual and help our community through our professional and talented advisor teams. I coach and develop advisor teams to expand and grow their practices. This love for teaming led me to write The Team Game, How Your Business Can Dominate Year after Year with my business partner and teammate John Bucsek.
I dedicate time to coaching and mentoring women and the new generation of financial advisors. I’ve been fortunate to succeed when others didn’t think it was possible and I am passionate about helping others find their own uniqueness to succeed in this career. Personally, my wish is to inspire the next generation to invest in themselves professionally and through financial education. Financial literacy focused around students is another way I contribute to educating our next generation on making smart choices with their money and career options.
Industry involvement in AALU, GAMA, FPA, and NAIFA. I am an active board member of the NJFPA and NJNAIFA, NJ Junior Achievement and the Silberman College of Fairleigh Dickinson University. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.
Check the background of this investment professional on FINRA's BrokerCheck