Areas served
Financial planning in Plainfield, New Jersey
Plainfield is where she has pastored since 2016. The pastoral work and the financial work turned out to be the same work — people in crisis, needing a next step — and that is the connection the whole practice is built on.
Her documented ties to Plainfield, New Jersey
- Micah 7 Ministries, in Plainfield, where she has been Senior Pastor since 2016 — a church now in its tenth year.
- Its stated conviction, published on its own site, is that there are greater needs in the world than there are in the church.
Every line above is drawn from her published properties. This page describes a connection to Plainfield, New Jersey — 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.