With 40 years of experience in the financial industry and a background in the non-profit sector, I am proud to be able to offer financial services that are compassionate and personalized.
After 10 years in the non-profit world, I wanted a new career that would let me pursue my passion for serving individual investors and small business owners. I entered the financial industry in 1982 and joined Edward Jones in 1993 because its values aligned with my own desire to work for a firm that prioritizes the client relationship. Now, after 28 years, I treasure having the opportunity to get to know my clients as we work towards achieving their goals together.
My clients are serious long-term investors ranging from those accumulating pre-retirement wealth or seeking retirement income, to multi-generational families looking to leave a legacy. Regardless of what they're working towards, I help people achieve their financial goals and live the life they imagine. I pride myself on helping investors avoid common pitfalls like emotional investing or chasing trendy stocks. Once we partner together, it's my policy to use all the resources available to me through Edward Jones and my own experience to help my clients achieve their goals.
My Webster, NY office serves clients both locally and virtually. We are proud to provide top-notch customer service to clients both locally and in all four corners of the country. Outside the office, I am passionate about sharing my time, treasure and talent with local non-profits. I am proud to serve as a board and committee member for the Greater Rochester Association for the Elderly and the Webster Chamber of Commerce. I also formerly served as a Boy Scouts leader for more than 20 years.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- New Investors
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