Helping clients achieve their life and financial goals is my passion. I was first introduced to the
concept of investing when I was in high school and became fascinated with the idea of using
money to make money. I was drawn to the financial advisory profession because to me it offers
the best of both worlds- the analytical side of working with the markets, and the personal
satisfaction of making a difference in our client’s lives. I enjoy working with numbers and finding
the best opportunities to help clients, aiming to support their financial stability and
help them reach their goals.
I began my career in the financial industry with an internship in December 2021, working
alongside Rick and his team. Canal View immersed me in the world of financial management,
and led to a full-time role in June 2022, coinciding with finishing my bachelor's degree from the
University at Buffalo. Through my academic and professional career, I have honed my skillset in
client relations and investment management. I take pride in providing client service and
thorough investment research that support advisors in crafting optimal investment strategies for
their clients. Born and raised in Fairport, NY, I come from a small family of four- my mom, dad,
younger sister and me. I am grateful to them for all the hard work they have done in helping me
get where I am, and am inspired by the compassion, respect, and work ethic they instilled in me.
Outside of work, I enjoy spending my time on one of Rochester’s many golf courses—a hobby I
picked up thanks to this office—or playing music. While still getting a knack for golf, I’ve been
playing Guitar and Bass for about 11 years now, and enjoy playing all kinds of music- especially
from the 60’s and 70’s.