April 1, 1985, the Villanova Men's Basketball team in one of the most shocking upsets in college basketball history, beat the heavily favored Patrick Ewing -led Georgetown. It was a Cinderella story that captured the nation. As a senior at Villanova, nearing graduation, I too had a most memorable April 1985. I was surprised at the Women’s Annual Sports Luncheon to be named the first recipient Female Athlete of the Year Award. The plaque reads: The female athlete of the year…one who unselfishly sacrifices time, effort, body, and soul to lead and motivate her teammates in excelling for Villanova athletics through “INSPIRATION.” Six months later I would begin my career at Merrill and continue to draw on those same principles and characteristics for the next 39 years. I am a very loyal person. For thirty -nine years I have had my priorities in order. I would never leave the most exceptional firm in the industry because clients come first.
I have greatly enjoyed building relationships with wonderful families where respect and admiration for one another is mutual. It has been my privilege to work with multi-generations. My colleague Roseline Austrie is also a lifer. Roseline is a Registered Senior Wealth Management Client Associate and will be with the firm twenty-five years in 2025.
Roseline is a fierce worker. Roseline is efficient, professional and always performs at a high level. The client testimonials for Roseline sing her praises! On a personal level, I would describe myself as the quintessential tom boy.
I especially love endurance events where I am competing only against myself. Long distance running can be very humbling. 3x NYC Marathon runner, 15 consecutive years of triathlons and half marathons, Black belt in Shotokan karate, golf enthusiast, weight resistance workouts all define me. It has been an honor to work at Merrill and to have the friendships of clients and co-workers and I look forward to continuing to have a positive impact on people’s lives.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.