Imagine graduating from high school in 1996 in Manhattan. Wall Street was on the verge of the Dot.com Revolution. The challenge and excitement encouraged me to invest and become more involved in finance. 

 

Now at 45 years old, happily married and living in Charleston, SC, I am optimistic about the future. I am the proud founder of Magnetic North Financial, a firm that embodies my vision for a better way to handle finances. I enjoy sharing what I've learned and how I came to the philosophy embedded in the firm's values. 

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Challenges motivate me. Feel free to ask me about how I arrived at certain conclusions. All of it came from my life experience. I've been licensed as a Registered Representative since 2004, and have worked with four firms, experienced three recessions, ten bear markets, and more. 

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Helping people excel in life and finance are some of my best accomplishments. I look forward to working with you and sharing my experiences so that you too can benefit from the significant opportunities of working with me at Magnetic North Financial.

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Join me at Magnetic North Financial, and let's build a better financial future together.