Team profile

A personal approach to your financial goals

At Continuum Financial Group, we take a personal approach to financial planning services. We strive to ensure that you are on the right path for not only financial success, but also in your journey of life. So much of financial planning is rooted in your overall life goals, so our job is to build on that foundation with comprehensive financial planning to make sure you are aligned for a life of fulfillment.
Together, we will develop a plan that aligns your finances to help you reach your life goals. At the heart of the Continuum Financial Group practice is our ikigai symbol, which drives us to help you find your "Reason for Being."

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, 2021-2022

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