My passion is about helping others achieve their financial goals. In my career in the health-care field – I have a BS in public health and an MBA in health-care management and was a surgery coordinator for Memorial Sloan Kettering Cancer Center – I saw first-hand how the loss of loved ones devastated survivors not only emotionally but also financially. A resident of the Upper East Side, I’m the Gabbai at Chabad Young Professionals and help organize blood and clothing drives. I regularly run the New York City Marathon to raise money for Friendship Circle, which helps special-needs children.