Since embarking on my career in the financial industry in 2006, my driving force has been a genuine desire to help people achieve their financial goals. Whether it's planning for retirement, saving for college, or managing debt, I strive to make a positive difference in people's lives.
My commitment lies in helping clients achieve their goals and live the life they've worked so hard for. I gained my CFP designation in 2021 and my CDFA in 2022, enhancing my ability to provide comprehensive and tailored financial advice.
What I cherish most about my work are the personal connections forged through meaningful conversations. These interactions allow me to truly understand what's important to our clients and offer support every step of the way.
Outside of work, I live in Fairport, NY, where I take advantage of the ample opportunities for outdoor recreation. From runs on the Erie Canal path to participating in half marathons, staying active is a big part of my life. Traveling also ranks high among my interests, providing me with refreshing perspectives that I bring back to my professional endeavors.