My focus as a financial advisor is on empowering clients through tailored strategies that address their unique needs. I specialize in women's financial strategies, retirement income planning, asset allocation, Social Security benefits, and investments. Additionally, I assist clients with retirement plan distributions and saving for education. My approach is centered on helping clients understand and navigate their financial landscape to pursue their long-term goals.
I reside in Canandaigua, New York, with my husband, Eric, and our youngest daughter, Jessica, who is studying Neuroscience at Binghamton University. Our eldest daughter, Rachele, is a veterinarian in Syracuse, New York. I am actively involved in the community, volunteering with the Canandaigua Academy Theatre program and Canandaigua Youth Theatre. My family and I are members of the First United Methodist Church of Canandaigua, where we contribute to food donation efforts. In my leisure time, I enjoy gardening, hiking, and cheering for Syracuse Basketball. I hold a Bachelor of Science from Keuka College and am a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner.