Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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Joined 7Crest Financial Partners in 2000
Certified Financial Planner
Ph.D., M.S., Personal Financial Planning, Texas Tech University, 2020
M.S., Agriculture Economics, University of Nebraska-Lincoln, 2011
B.A. Marketing, China, 2008
S7, S66 and NYS Insurance License
MS in Finance (STEM), Simon Business School, University of Rochester, 2024
MS in Finance (STEM), Simon Business School,University of Rochester, 2024
Series 7, Series 66
BS in Financial Planning, St John Fisher, 2022
Series 6 and 63
NYS Insurance License
BS in Finance and Economics, North Carolina State University, 2023
BS in Business Management, Keuka College, 2025
Pursuing MBA at St. John Fisher University, Class of 2026
BS in Business Administration, Entrepreneurship Minor at SUNY Geneseo, 2025
Pursuing a BS in Corporate Finance at St. John Fisher University, Class of 2026
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