I am dedicated to helping you build wealth through thoughtful, efficient and purpose-driven financial planning. By developing personalized strategies, I’ll guide you in reflecting on the deeper questions about wealth – What does it mean to you? How will it shape your life? How can it impact those you care about? – and translate your answers into actionable plans that align with your unique goals and values.
With financial planning as the foundation, my approach helps to ensure that every decision is intentional, designed to maximizing your assets and helping prepare you for the future. Together, we’ll create a plan designed to strengthen your financial foundation and empower you to live a life that aligns with your values. Whether you’re planning for the future, navigating changes or seeking clarity on your financial path, I am here to provide strategies to help inspire confidence and support your financial goals.
Outside of work, I enjoy staying active through golf, pickleball and competing in masters swimming. I’m proud to have grown up in Fairport, New York, my lifelong home, and cherish the opportunity to blend my love of the community with my dedication to guiding others on their financial journeys.
Professional Background:
- Certified Financial Planner® Professional
- Accredited Investment Fiduciary®
- FINRA Series 7 and 66 Securities Registrations
- New York State Life, Health and Accident Insurance Licensed
- Bachelor of Science degree, University of Tampa
- Estate Planning Council of Rochester
- Financial Planning Association
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.
