As a Certified Financial Planner®, I understand that life rarely follows a straight path, neither does your financial journey. As the journey begins, we start where you are today. Together, we create a plan and strategies that complement your life, not complicate it.
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 offered through Osaic Wealth, Inc., member FINRA/SIPC and advisory services offered through Osaic Wealth, Miri Upton, Representative. Synergia Financial Group, LLC and Osaic Wealth are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
