As your financial advisor, I strive to understand what is important to you – your values, hopes and dreams for the future. Once I understand your priorities, we’ll use an established process to build personalized strategies to help achieve your goals. Then we will partner together throughout your life to help keep you on track.
I come to Edward Jones with over 20 years in client engagement in the financial, medical and consumer sales fields. I am a proud alumna of Rochester Institute of Technology, graduating in 2000 with a Bachelor of Science in business administration.
I am honored to lead and serve my local community, currently as chairwoman of the board of directors, Schuyler Health Foundation, and committee member, Schuyler County Opportunity for Economic Development. Previously, I served as chairwoman of the board of directors, Schuyler County Cornell Cooperative Extension.
I’m mom to kids Carson and Ellery, where we can mostly be found at the hockey rink or dance studio. Along with our beloved black lab, Charlie, we love traveling, boating on Seneca Lake and evenings with friends and family.
At the Edward Jones' Penn Yan, NY branch, my Senior Branch Office Administrator, Beth Hogenmiller, and I are ready to schedule your appointments at a time that is convenient for you. Reach out to us at 315-694-7297 or [email protected].
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Socially Conscious Investing
- New Investors
Office Address200 Liberty Street
Penn Yan, NY 14527 opens in a new window
Phone NumberErin Thaete at (315) 694-7297
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing