517 Centennial Avenue, Suite 200, Cranford, NJ 07016
Phone(908) 967-6360 | Direct (347) 248-9134 |Fax(908) 325-6593
After immigrating to the U.S., I started my career in financial planning and have been in business for more than 25 years. My experience is largely based on working with individual families, business owners, and their employees.
My philosophy and work style go beyond a holistic approach, which is customized for my clients’ lifestyle, their family’s financial needs as well as business owners whose personal finances often get blended with their business.
I work hand-in-hand with a team of financial professionals, including my client’s accountants and attorneys, to ensure the highest quality of service, as well as provide them with sound and actionable advice.
There is no “one size fits all” product or way of planning. Each person is truly unique and deserves a very customized experience to help ensure that their plan of action is the very best for them.
With my in-depth knowledge of the products available, the market, and my years of experience, I take a deep dive into my clients’ needs, wants, and goals, fine-tuning a plan of action that prioritizes these goals in order to benefit the client now, in the future, and in case of emergency, as well as preserving their lifetime achievements and legacy.
I am passionate about coaching people and businesses to achieve their life goals, which often depends on having their financial goals on track.
I love to travel with my family, soaking up the history and culture of other countries. I have two children that I adore. Through my children, I have become very involved in neuroscience and astronomy.
Qualifications and Personal Information
- Over 20 years in the financial services industry
- Former chairperson for PSC Community Services
- & Blue Parasol LLC
- Former chairperson for Elderly Law Committee of Women’s Bar Association
- Former director, Polish American Congress
- Former director, Polish-American Business Club