I recently had the opportunity to attend the United Planners Financial Services Annual Conference in Phoenix, Arizona. One of the highlights of the conference was connecting with...
With Fall officially here, now is a great time to pause and reflect before the rush of the holidays and year-end. This season often brings fresh opportunities to revisit your financial goals, review your progress, and make adjustments that can have a meaningful impact.
Celebrated one of my fav's 60th birthday this weekend! When I came into the financial services industry her parents were clients, now 19 years later I call her family. She has...
Last month in October I had the privileged of joining First Trust Portfolios in Nashville for a jammed a packed schedule of events. We heard from their chief investment officers on...
I can not believe Rivercrest Financial has reached the 5 year mark. Come celebrate with me as I share my gratitude for those that have been part of my story.
I recently joined the College Club of Niagara Falls. A local organization that was originally founded in the 1920s by women supporting women who wanted to pursue a college degree...

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