I founded Affiliated Advisors in 1994 because I love working with advisors and seeing them succeed. My journey began decades ago when my parents had an unscrupulous stockbroker lose their down payment for a house. That moment taught me the importance of finances and planning. Unlike my parent’s stockbroker, I was drawn to advisors that are driven to help families and individuals create sound financial futures.
I am also passionate about supporting women's success- as they define it. I recognize that everyone has their own path and I can help them along their journey by being a teacher, consultant, friend, peer, and mentor. I have served on countless boards over the years to help women advance within financial services.
My two grown children both work in finance, coincidentally, but in different parts of the industry from each other and myself. I have been happily married for 35 years to my husband, Bruce. Making sure our children had the opportunity to attend and graduate college without debt was an important life goal for us.
My family and I live in New York City and have a lavender farm in Boyne City, MI. We enjoy taking advantage of all that New York City has to offer. I am an avid New York City Ballet fan and proudly serve as a Trustee of The Town Hall, a National Historic Landmark venue. I take great joy from and am a partner in Lavender Hill Farm, one of the largest commercial lavender farms in the US.