Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Family Finances
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA® Certified Divorce Financial Analyst®
  • 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