Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


Is it softball season yet? Both of my daughters play and I manage our local women's team while I protect second base. My husband would tell you its always time to flyfish and I find it hard to disagree most days. We love to fish all around NY state and hope to destination fish in retirement. We have 2 children and they keep us running with sports, clubs and their social excursions.

Community participation

My husband and I coach a local Little League girl's softball team. We are active with the league and we strive to offer a safe, welcoming and educational program for our girls through dedication to the team and mentoring the children in our community through sports.

We volunteer through our local church sponsored AWANA program. Youth ministry is important to our family and a great way to give back.