Creating a vision for retirement is your job - helping you design a strategy to get there is mine.

After graduating from St John Fisher, I spent several years working as an insurance agent at Paychex, helping people navigate the complex insurance world. My fiancé, Dylaini, and I have always had a passion for traveling but more importantly, meeting new people and learning their stories. We packed our bags and traveled across the country, stopping in several cities and local towns along the way. Through our experiences, I learned many things. Most importantly, I learned that the grass is quite green right here in our backyard.

As a financial advisor with Edward Jones, I understand the financial world can be intimidating; however, I pride myself on working one-on-one with my clients to aid them in feeling more informed and in control of their financial well-being. By taking the time to truly get to know you and your unique needs, I will create an appropriate, personalized, long-term financial strategy to help reach your goals. Most importantly, I will continue to partner with you and your family throughout your life to help keep you on track.

I have built my entire business around treating my clients as I would want to be treated; a simple idea that still makes sense in today's complex marketplace.

Relationships are key, so I meet face-to-face with my clients to build strong, lifelong partnerships. However, we're not alone - the firm has thousands of people and advanced technology supporting our office to assure you receive the most current and comprehensive guidance. The financial uncertainty of life's next challenge will arrive and when it does, don’t face it alone. Please, stop by the office or give me a call and let’s get started!

Focus areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Portfolio Reviews

My Personal Interests

  • Sustainability
  • Health & Nutrition
  • Volunteering
  • Golfing
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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