I specialize in working with retirees and pre-retirees to build financial plans that reflect your unique circumstances and support you through each stage of retirement. With your long-term goals in mind, I enjoy digging into the details to identify planning opportunities that help move those goals forward. As a Tax Planning Certified Professional® (TPCP®), I incorporate tax considerations into the planning process and work in coordination with your accountant or tax professional.
Working with the numbers and determining how they impact possible outcomes has always been fun for me. Before joining OakWood in 2015, I was an underwriter in the employee benefits industry, where I collaborated with a team to design affordable life, health and disability benefit plans for employers.
My husband and I live in Penfield, New York. With the kids grown, we spend our time exploring new restaurants and hiking trails, visiting family and cheering on the Buffalo Bills. At home, you can find me in the garden, reading or cooking.
Professional Background:
- Certified Financial Planner® Professional
- Accredited Investment Fiduciary®
- Tax Planning Certified Professional®
- FINRA Series 7 and 66 Securities Registrations
- New York State Life, Health and Accident Insurance Licensed
- Bachelor of Science degree, Mathematics and Management Science, Westminster College
- 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.
