Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
close
View Larger
Series 7 & Series 66
NYS Life Health, NYS Property and Casualty
BA in Sports Management, St. John Fisher College, 2014
Previous experience at Generations Bank Investment Services and Agency
BA in English Literature, SUNY Geneseo, 2017
Certified Financial Planner
Ph.D., M.S., Personal Financial Planning, Texas Tech University, 2020
M.S. Agricultural Economics, University of Nebraska-Lincoln, 2011
B.A. Marketing, China, 2008
NYS Insurance License
Experience in financial modeling and valuation
MS in Finance (STEM), Simon Business School, University of Rochester, 2024
Series 6 & Series 63
BS in Financial Planning, St. John Fisher University, 2022
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 Marketing and Finance at St. John Fisher University, Class of 2025
Over 30 years in IT
Pursuing a BS in Finance at St. John Fisher University, Class of 2026
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.