Boynton Beach, Florida
8794 Boynton Beach Blvd
Boynton Beach, FL 33472
Toll Free: 844-415-9900
My Community Activities
- Financial Planning Association, Member
- Mandel Jewish Community Center; Adult Education Workshops on Financial Services, Volunteer
- St. Thomas More Catholic Church, Member
- Palm Beach School District, Adult Education Classes on Financial Services, Volunteer
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
A veteran of the financial services industry since 1982, I am passionate about educating the public on smart investing, and have taught numerous workshops in the surrounding communities. Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2014 and facilitated the opening of our Boynton Beach, FL office.
Joining with Steven Brill, CFP®, a financial advisor at Benjamin F. Edwards & Co., we formed A.G.E. Wealth Management. Our team is focused on educating clients and helping them achieve their goals through proper planning and investment strategies where our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation.
A South Florida native, I enjoy spending time with my husband, Tom, and our daughter, Christine. In addition, I like to garden, read, practice yoga and travel to Maui. I am also an avid Miami Heat basketball fan.
Areas of Concentration
- Advisory Portfolios
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Pre-Retirement Planning Strategies
- Retirement Income Planning Strategies
- Retirement Planning Strategies
- Wealth Transfer Management
Education and Credentials
- Broward State College, Associate in Arts degree
- CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2006
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.