I have been a financial advisor with Edward Jones since 2014. To best serve my clients, I use an established process to build personalized financial strategies designed to achieve their unique goals. The process begins with an open dialogue where I ask as many questions as possible to get to know my clients and their families. Using this information as a foundation, I develop financial strategies tailored to their needs.

Once strategies are put into action, I monitor progress and maintain regular communication with my clients to keep them on track. Additionally, I collaborate with CPAs, estate professionals and other relevant parties while always respecting client confidentiality.

I am honored to serve a diverse portfolio of clients, from retirees and new investors to multigenerational families and small business owners. In partnership with my Branch Office Administrator, Corinne Ferrarin, I strive to deliver exceptional client service while promoting a welcoming atmosphere.

Because I strongly believe in Edward Jones’s mission I currently serve as my region’s recruiting leader. In the past, I also held leadership roles as a culture of compliance leader, women’s inclusion leader, new advisor coach, and mentor. Within my community, I am active with charitable organizations, including serving on the board of Girls on the Run and Troy Kiwanis. In my free time, I enjoy running, swimming, hiking, the outdoors and spending time with my husband, Mike, and my daughter, Sophia.

Before joining the firm, I worked in government relations and at the New York State Senate. The opportunity to make a meaningful impact on people’s lives led me to my current role. I love empowering my clients to enjoy their lives through serious, long-term investing and take pride in seeing them achieve their goals.

To learn more about us and what a financial partnership with us could mean for you, please contact my office today. We look forward to hearing from you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Running
  • Hiking
  • Spending Time with Family
  • Swimming
  • Wine Collecting/Enthusiast

Office Information

Office Address

105 Jordan Rd Suite 6 Troy, NY 12180

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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