Financial planning isn’t solely about money, it’s about clarity, confidence, and making decisions that reflect your goals and values.
As a Certified Financial Planner®, I understand that life rarely follows a straight path and neither does your financial journey. We’ll begin where you are today, and together, we’ll create a strategy that supports your life, not complicate it.
I work with individuals, families, and businesses to help bring calmness, clarity, and confidence to their financial lives. My approach blends behavioral insight, practical planning, and a deep respect for your unique goals. Planning should feel empowering – not overwhelming.
Your financial journey starts with one conversation. Let’s connect!
A native of Bergen County, NJ, I live in Mahwah with my husband and daughter and serve as a Board member of the Rockland Community Foundation. I am also passionate about supporting our community, and volunteer with several local non-profits.
Securities and investment advisory services offered through Osaic Wealth, Inc. FINRA(http://finra.org)/SIPC(http://sipc.com). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Synergia Financial Group, LLC and Osaic Wealth are unaffiliated.