As an independent advisor and business owner with 19 years of experience, one of the greatest lessons I’ve learned is that my clients are the heart of my practice. Personalized service is essential when matching clients with the right financial solutions, and I’m passionate about helping them achieve their goals.
The initial process of getting to know you, organizing your plan, and setting the foundation is incredibly engaging for me. The persistence, discipline, and empowerment that come along the way are what keep me motivated each day.
To me, trust, communication, and transparency are the cornerstones of any strong relationship. As your advisor, my role is to listen, communicate, and collaborate with you to develop a financial plan that aligns with your lifestyle. Over time, many of my clients have become like family, and I truly value those personal relationships.
Outside of work, you’ll find me enjoying the waters of Erie and Niagara County or on the golf course perfecting my swing. My family is mostly local, though my sister and two amazing nieces live in Chicago, which I visit often. I love traveling for adventure and exploring new places, but I’m just as happy relaxing on a beach with some sunshine. And when it comes to food, calling me a ‘foodie’ is definitely an understatement!
I’m also a proud cat mom to Gigi, a rescue from TenLives, a non-profit organization I’m deeply passionate about.
When I’m not advising clients, you’ll find me getting my heart pumping at LA Fitness or Barretend, where I love bringing energy and enthusiasm to every class. It’s my way of staying fit and having fun at the same time. No matter what I’m doing, I’m always driven by a passion for helping others live their best lives.
Education:
Medaille College, Buffalo NY
-B.A.
-Major: Financial Planning
Professional Credentials:
- Accredited Investment Fiduciary
- Series 6, 63, 65
- Life Accident Health License
