I help people develop their personal Financial Plan based on what is important to them; I give them excellent advice based on their plan, and; I hold them and their other Advisors accountable to implement the advice.
In the end, my Clients have piece of mind because all of our advice is aligned to what's important to them, they've made smart choices about their money, their entire financial house is in order (and kept that way), and they have complete confidence that they will reach their goals.
Specialty: Over 50% of my clients are women who are divorcing, divorced or widowed.
I received my Masters of Business Administration in Strategic Management and a Bachelors of Business Administration in Marketing from Pace University. I then completed my CERTIFIED FINANCIAL PLANNERTM coursework at New York University.
I have worked for Republic National Bank of New York/HSBC Bank USA, and Morgan Stanley as well as for independent financial service firms.
I started Infiniti Wealth Management with George Waters in order to be able to provide clients with a more effective, compassionate approach to their money. I am pleased that our clients and other professionals are our biggest referral sources, because it proves that we are able to accomplish what we set out to achieve for them.