Areas served
Financial planning in New York City
Her connection to New York is not a marketing territory. She was a financial planner in the South Tower of the World Trade Center on September 11, 2001, and everything the practice now does about financial trauma began with rebuilding after that.
Her documented ties to New York City
- She was working as a financial planner in the South Tower of the World Trade Center on September 11, 2001, with an office on the 73rd floor.
- She was on the 44th floor when the tower was struck. She survived; the practice she had built did not.
- Her TEDx talk, “9/11 Survivor”, was delivered in May 2023.
- Her work has been featured on Times Square and Nasdaq billboards in June 2023, December 2023 and January 2024.
- Vanderbilt Securities’ supervising home office is at 125 Froehlich Farm Blvd, Woodbury, New York.
Every line above is drawn from her published properties. This page describes a connection to New York City — it does not claim an office there, and no business street address is published for Harvest Wealth Financial anywhere.
Supporting photography. Not a photograph of an office.
The credentials behind it
What she brings to a household in this area
CFP®
Certified Financial Planner
Designation earned October 2000, College for Financial Planning
Series 7, 63 & 65
Securities licenses
Held since entering the industry in 1991
Doctorate
Transformational Leadership, Boston University
Conferred with top honors; doctoral work in trauma-informed care
M.Div.
New Brunswick Theological Seminary
Magna Cum Laude
B.S.
Oral Roberts University
Cum Laude
Ordained
Senior Pastor, Micah 7 Ministries
Pastor since 2016
CFP Board
Center for Financial Planning Diversity Advisory Group
Also a member of the Investopedia Advisor Council
What she does
Published services
- 401(k)
- 403(b)
- 457(b)
- IRA
- Roth IRA
- Private Wealth Management
- Dorsey Wright & Associates
- Fidelity
- Charles Schwab
- AssetMark Trust
- Life Insurance
- Annuities
- Long Term Care
- Stocks
- Fixed Income
- Mutual Funds
- ETFs
- Statement Analysis
The engagement
Initial Planning Engagement — 60–90 days, $1,500 – $4,000 for the initial engagement, depending on complexity. Then ongoing financial planning & advice at $1,500 – $4,000 per year, based on complexity. Billed quarterly. The deliverable is a written Financial Freedom Roadmap.
Reach her
732-377-2024customerservice@harvestwealthfinancialusa.comSupervising home office: 125 Froehlich Farm Blvd, Woodbury, NY 11797
Who she works with
The groups she publishes work for
I am credentialed, I’m credible, and I’m called.
One free hour, wherever you are
The first conversation is free and lasts an hour. Bring the situation, not the spreadsheets.