Maria provides financial planning advice and technical service to the firm's clients. Her expertise includes general financial planning, investment management and portfolio design, college planning, risk management analysis, and client relationship management. She serves clients in the Greater Hudson Valley Region and Upstate New York.
Maria earned a Masters in Finance from Baruch College's Zicklin School of Business Executive Program and a BA in Economics from Hunter College, City University of New York. Maria's mission is to empower her clients to achieve their financial goals.