I’m responsible for ensuring our clients receive the best service we can provide by overseeing existing processes and the implementation of fresh initiatives. When new clients join us, I help make sure the advisors have all the resources and support needed for a seamless transition.
I live in Fairport, New York, with my husband. Most of our free time is spent trying to keep up with our two young boys. We enjoy attending Buffalo Sabres games and family trips to Boston and Florida when we can get away. My mother and I get our quality time in with season tickets to the Rochester Broadway Theatre League.
- New York State Notary Public
