One of the greatest lessons I continue to learn as an independent advisor & business owner over the past 16 years is that my clients are the most important part of my practice. And that personalized service is essential when matching clients with the right financial solutions.
I have a passion to help. The initial process is so engaging to me, when first meeting & organizing your plan & getting to know you. The persistence, discipline and empowerment along the way keeps me motivated daily.
To me, trust, communication & transparency are three important components of any relationship. My role as your advisor is to communicate, monitor & work with you to develop a financial plan that fits your lifestyle. I value, deeply, personal relationships & overtime my clients have become part of my family.
In my free time I love spending time on the great waters of Erie & Niagara County or on the golf course mastering my swing! My family is mostly local, except my sister & 2 beautiful nieces that live in Chicago, where I frequent often. I am cat mom to Gigi, a rescue from Georgia. I also enjoy traveling & cooking. And you can also find me instructing group fitness classes at Esporta in Niagara Falls!
Education:
Medaille College, Buffalo NY
-B.A.
-Major: Financial Planning
Professional Credentials:
- Accredited Investment Fiduciary
- Series 6, 63, 65
- Life Accident Health License
