Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Women's Financial Strategies

Education

  • Binghamton University - Bachelor of Science Business Administration

Community participation

I am an Elder at John Hus Presbyterian Church in Johnson City NY.

Interests

  • I am an avid gardener and love perennial garden design.
  • I love to take my dog Oscar to the Vestal Rail Trail.
  • I enjoy vacationing on Cayuga Lake in the summer.

My photos

1 albums
close