I began my career in finance in an administrative role after earning my Economics degree from SUNY Geneseo. It was after having children of my own that I truly understood the importance of financial planning for individuals and families. This realization led me to become a licensed financial advisor, allowing me to directly assist others in navigating their financial journeys. With a decade of experience in the financial services industry, I am passionate about helping clients achieve their financial goals by offering personalized solutions tailored to their unique circumstances, goals, and risk tolerance. My approach is holistic, focusing on empowering clients with the knowledge and tools necessary to make informed decisions about their financial futures.
In addition to my advisory role, I serve as the operations manager at Canal View Financial Advisors, where I oversee the day-to-day operations to ensure that everything runs smoothly and efficiently. From managing client accounts to coordinating with external partners, my commitment is to deliver the highest level of service. Whether it's helping families save for their children's education, assisting individuals in planning for retirement, or guiding them in building a diverse investment portfolio, I am dedicated to providing tailored advice that empowers clients to be in control of their futures.