Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Family Finances
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7, Series 66 and New York Life, Accident and Health Insurance.

Education

  • Bachelor of Science, Nazareth College of Rochester
  • Master of Science, SUNY Oswego

Interests

My husband and I are fortunate enough to have 4 wonderful children including a set of twins. We spend the majority of our time enjoying our community at school functions and youth sporting events such as Lacrosse, Wrestling, Basketball and Gymnastics. When we are not on the sidelines cheering our kids and their teammates on, we are spending time with grandparents, aunts, uncles, cousins and friends. We consider ourselves very lucky to have such a large extended family close by. I also enjoy listening to podcasts and nonfiction books on tape while traveling.

Community participation

Awards & recognition

  • Fairport Perinton Chamber of Commerce Business of the Month December, 2017

Previous experience

  • School Counselor, Marion Jr/Sr High School, 2003-2008, Marion, NY