Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Saving for Education

Awards & recognition

  • Continuum Financial Group, Ameriprise Client Experience Award, 2021

Community participation

  • Boys and Girls Club of Rochester
  • Channel One Food Bank of Rochester
  • Rochester Youth Hockey
  • Shannon O'Hara Foundation
  • Rochester Area Builders
  • Rochester Area Chamber of Commerce