CFP®, BFA™, CRPC™
Private Wealth Advisor
Inspire Confidence Group
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Family Finances
- Tax Planning Strategies
- Estate Planning Strategies
- Domestic Partner Planning
- Women's Financial Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
BFA™ Behavioral Financial Advisor™
CRPC™ Chartered Retirement Planning Counselor™
CRPC ® Chartered Retirement Planning Counselor
- Bachelors of Science in Marketing & Management from Siena College
- Columbia High School, East Greenbush, NY
Awards & recognition
- Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2021
- AdvisorHub 50 Advisors to Watch (under $1Bil), 2022
- I am happiest when I am surrounded by family and friends, sharing a great meal and enjoying each other’s company.
- A fan of sun and water, I love to spend time at our cabin in Bolton Landing, NY as well as visit family in Cape Cod and Florida.