Chelsea Financial Services

I have worked in the securities industry since 1994, and have created customized investment portfolios for people from all walks of life. No two investors are alike. Each has different needs, different time horizons, different risk tolerance, and most importantly, unique goals.
My mission is simple: to provide exceptional financial services to help you achieve those goals in an environment where you will always be more than just an account number. Whether it’s saving for college-bound children, needing direction with your retirement plans, the desire to create an income portfolio, or just help consolidating and managing your investments, together we will find a solution that fits you!

I began my career more than 25 years ago as a clerk in the back office. Since then, I have held positions as a sales assistant, trader and compliance officer, as well as managing accounts at several leading Wall Street firms. I currently hold my Series 7, 63, 55 and 24 securities licenses. I lead a dedicated group of brokers at the Secaucus, NJ, branch that proudly puts personalized service and professionalism at the forefront of every relationship.

Aside from volunteering for various charities and boards in the local community, I serve as a mentor for several area rehab centers, giving personal presentations that reinforce messages of strength and hope. I have also given investment seminars at several local clubs and service organizations.
I reside in Secaucus, NJ, with my very active toddler twin boys and dog, Sam. We enjoy the outdoors, traveling and shopping. I am a yoga and kickbox enthusiast and enjoy spending time with my family, and treating them to my second love, cooking.