Specialties
About Me
I joined Condor Capital Wealth Management as an intern while earning my finance degree from Rutgers Business School and began my career on the portfolio management side of the firm.
After seeing the powerful impact that comprehensive financial planning can have on clients’ lives, I pursued my CERTIFIED FINANCIAL PLANNER™ designation and transitioned into a client‑facing advisory role. Today, I work closely with individuals and families to help them make thoughtful, informed financial decisions and stay aligned with their long‑term goals. I also hold the Certified Divorce Financial Analyst® and Chartered Special Needs Consultant® designations to better support clients through complex life transitions and situations. I have been with Condor Capital for over 20 years and am a partner in the firm. Condor is an independent, fee‑only registered investment advisor, meaning our advice is always guided by our clients’ best interests, not commissions or product sales. I value the trust my clients place in me and strive to be a reliable, empathetic resource as they navigate life’s many changes.
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Interests & Hobbies
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Credentials
ChSNC, CDFA, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Condor Capital Wealth Management ("Company") is an SEC registered investment adviser located in Martinsville, New Jersey. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.