As a CERTIFIED FINANCIAL PLANNER™ practitioner, my focus is on providing clients with comprehensive strategies that align with their financial goals. My areas of expertise include retirement planning, wealth preservation, estate planning, and retirement income strategies. I also guide clients in investments and insurance, helping them navigate these complex areas with confidence and clarity.
Outside of work, I cherish spending time with my family and enjoy activities such as golf, camping, and traveling. Community involvement is important to me, and I volunteer at the Pittsford Food Cupboard, contributing to local efforts to support those in need. I hold a Bachelor of Arts from Nazareth College of Rochester and am a proud member of the Financial Planning Association and the Estate Planning Council of Rochester.