The only constant in life is change. As I tell my two college-age children, life is not a straight line - it’s more like a series of zigzags. How can one prepare for this constant change; these zigzags in life? Well, it would be good to start with a plan, especially a financial plan. Doing so will help you navigate the curveballs life throws your way. It might entail crafting plans A, B, and C to get through it, but this is by far better than the alternative - no plan!
As I write this while looking back on my life, each time I was sure of my plan, life stepped in and showed me a slightly different direction. For example, when I went to law school, my plan was to be a litigator. Then I had the chance to work in a litigation law firm where I learned that the lifestyle of a litigator was not a good fit for me. So I changed my plan to focus on business law. I landed my dream job doing international business law. And then I became a mother. I decided to take a few years off to raise my small children with a plan to return to the law. Then a dear family member asked me to assist him with his financial planning practice. I am so glad I said YES! Thirteen years later, I am enjoying advising our clients on their financial journey. For me, the fact that I always had a financial plan in place allowed me to pivot along my life’s journey. I would be very happy to help you create your own financial plan to guide you along your journey.
I began my career in financial services in 2011 working with my cousin, Tommy Blair. In July 2024, I took on a leadership role when Tommy transitioned into semi-retirement. Prior to working in the financial services world, I had a career as a lawyer in corporate finance. I earned a Bachelor of Arts Cum Laude from St. John’s University in 1993, followed by a Juris Doctor Cum Laude from Brooklyn Law School in 1997, and a Masters of Law in Transnational Business Practice from McGeorge School of Law in 1998. Additionally, I am licensed with FINRA Series 7, 66, and hold Life & Health Insurance licenses.
I have lived in Floral Park, NY, for 22 years with my husband, Brian, and our two children, Finbar and Marygrace. I enjoy giving back to my community through volunteer work. I am a member of the Floral Park Chamber of Commerce and the Floral Park Belmont Park Task Force. I am also a member of the Parish Council of my church, Our Lady of Victory. I truly enjoy being involved with teaching a course at Molloy University in Finance and Budgeting to young adults with developmental disabilities. All of these endeavors allow me to share my experience with my community.