Meryl works with business owners, those in retirement, those preparing for retirement, helping clients navigate cash flow and budgeting strategies, comprehensive financial planning, investment management.

She takes a collaborative and education-focused approach to planning, designed to help clients make confident, informed decisions.

Meryl earned an MBA from Northeastern University in Boston. Her educational background supports a thoughtful and goal-oriented approach to helping clients navigate important financial decisions.

Serving clients in and around Parsippany, NJ.