Your financial plan should be tailored to your family’s goals, and that’s why I take great care and satisfaction in weaving together a plan that is suited to your situation. I focus on creating comprehensive blueprints that address both short- and long-term goals. I believe that to achieve wealth accumulation and sustainable retirement strategies, it’s important to understand and work through the complexities of risk, income distribution and tax planning, while building a flexible plan that can adapt as your needs change.
With over 20 years of experience in the financial industry, I discovered early on that assisting people with their personal finances was not only an affinity of mine but also a rewarding endeavor. Joining OakWood has allowed me to deliver the personalized planning and service that clients deserve, which can be difficult to find with larger firms. I look forward to getting to know you, understanding your goals and providing guidance to keep you informed and empowered about your financial decisions.
When I’m not cheering my two very active children on at gymnastics, basketball, swimming or Scouts, I relish spending time hiking around Lake Ontario and the Finger Lakes. I enjoy coaching basketball, fishing and golfing, while also making time for yoga and meditation to stay centered.
Professional Background:
- Certified Financial Planner® Professional Since 2015
- Accredited Investment Fiduciary®
- FINRA Series 7, 65 and 66 Securities Registrations
- New York State Life, Health and Accident Insurance Licensed
- Bachelor’s degree, Business Administration and Finance, State University of Fredonia
- Financial Planning Association
- Estate Planning Council of Rochester
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
