Many people who meet me are surprised to find out that I am a New Yorker, born and bred. Being from New York is something I am proud of, particularly because of the energy, innovation, and compassion that NYC and its surrounding areas bring forth. I find the same sense of energy, innovation, and compassion working at Unified Retirement Planning Group (URPG) since its inception in 2016.
I believe my life experiences have led me to work at URPG. My entire professional career, over nearly three decades, has been centered around retirement plans and retirement planning. I have held both individual contributor and leadership roles within client services, retirement products, and product development at TIAA and Smith Barney, respectively. My Charter Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning® helps me navigate through the complex issues surrounding retirement planning for our client base. Also, the oversight knowledge gained from my registered principal registration through FINRA is reflected in the strategic and special client programs developed for URPG. Even my prior membership with the Institute of Internal Auditors (IIA) has contributed to insights about operational risk management for our company.
What I find most enjoyable is being able to incorporate creativity and ‘thinking out of the box’ to a variety of initiatives and projects at URPG. I often think if I wasn’t in financial services, I could have been an artist or an engineer. However, I always return to my initial passion, and that is my interest in working with people, which is why I earned a Bachelor of Science in Psychology at Trinity College in Hartford, CT. I personally enjoy the challenge of finding new ways to delight our clients in creative ways and to incrementally improve their experiences with URPG. Additionally, I hope to develop a client specialty that focuses on the retirement income needs of women investors.
I am a firm believer of giving back, particularly to the underserved and the community. I am an active board member of KEEPS, Inc., an after-school program for grade-school children. As a working mother, who had to rely on friends, family and the community for childcare, I believe in caring for our children pays unmeasurable dividends for the future.
In my spare time, I enjoy spending time with my husband, Rick and my two adult children. My favorite pastimes include, but are not limited to, spending time with friends and family, walking, hiking, travel, and meeting new people.
Now that my children are gainfully employed, I hope to embark on travels to far-away continents and immerse myself into each new culture by embracing their food. My other guilty pleasures include visiting national baseball parks and seeking out “Diners, Drive-Ins and Dives” recommendations. Recently, I enjoyed a family vacation to Sedona which included a hike along the Grand Canyon rim and eating at a “Diners, Drive-Ins, and Dives” establishment, combining many of my favorite pastimes!