The S&L Group provides high net worth individuals and closely-held businesses with a hands-on approach in managing their current and future financial picture. We develop advice which includes estate, education and retirement planning services and utilize many different strategies and solutions to ...
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The S&L Group provides high net worth individuals and closely-held businesses with a hands-on approach in managing their current and future financial picture. We develop advice which includes estate, education and retirement planning services and utilize many different strategies and solutions to help achieve clients' goals.
Prior to joining Steward Partners, I worked with Merrill Lynch, AllianceBernstein, Sandler O'Neill, Skybridge Capital and Gerson Lehrman Group. I graduated magna cum laude with a BA in Economics and Math from Columbia University. I currently live in New Milford with my family - my husband, Jay, and our adorable children, Ethan, Annie, Darren and Harry. Outside of the office and spending time with the kids, I love to read, travel, spin and play Settlers of Catan.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. CRPC® and Chartered Retirement Planning Counselor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
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