A native of Buffalo, New York, Judy earned a B.A. in Social Work and Psychology from Michigan State University and an MSW from Wilfred Laurier University. After practicing in the field for 8 years, she went on to earn an MBA from Boston University. Judy worked for 20+ years in corporate America in both public and private companies in a variety of industries, from high tech to consumer products and ship interior building. She held positions in the areas of financial/business analysis, strategy, and senior management positions overseeing operations, finance, and human resources. After years in corporate America, Judy got the entrepreneurial bug and decided to purchase a boutique flooring company franchise.
Upon determining that the franchise model was not all it professed to be, Judy decided to exit the business, pivot, and leverage the skills and knowledge she had gained throughout her diverse career. Her decision to become a financial advisor was inspired by her own personal experience of a difficult divorce in the midst of the 2008 financial crisis when she realized that she’d neglected to assume responsibility for her own personal financial wellbeing. She worked hard to successfully build a new life for herself.
Judy has thoughtfully developed her knowledge, skills, and processes to help people find the support and insights they need to navigate their personal financial life successfully. She has her Life & Health, Series 6, 63 and 65 licenses, as well as the Retirement Income Certified Professional (RICP) designation. Her approach and advice is based on each individual clients’ goals, busting the myth portrayed by the media and the industry that financial planning is extremely complicated, kind of like a 1000-piece jigsaw puzzle when it’s really only a 10-piece jigsaw puzzle, while making the people she works with feel empowered, confident, and supported in the process. You know, so they end up feeling like they just put on that outfit that not only looks good on the rack, but it also looks great and makes them feel like a rock star!
She works collaboratively with other professionals such as attorneys, CPAs, property and casualty insurance agents, and others to ensure her clients are surrounded by the right team to help them achieve their goals.
Judy lives with her husband Bruce in Mohegan Lake, NY where she moved recently to be near her daughter, Elyse, her son-in-law and her first grandchild who was born in January 2023. Elyse teaches elementary schools in the Bronx, New York. Judy and Elyse have published their first book in a series of children’s books to help kids aged 6-9 from lower income and/or access to fewer opportunities learn about money and how it works. They plan to supplement the book with supporting materials for teachers to promote in-class discussion and learning.
Judy loves rowing, hiking, traveling, reading, cooking, and learning about (and drinking) good wine.