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PROFESSIONAL EXPERIENCE
I graduated from SUNY Geneseo in 2019 with a business degree and started working at the Legend Group in 2021 as a sales assistant, then in 2022 I became a registered financial advisor. During those two years between graduating from college and starting my new career at the Legend Group, I was a marketing specialist for a local company. I knew I wanted to get back in the finance field while working as a marketing specialist and found my way to financial advising. I always had a growing interest in finance ever since I was young, thanks to my wonderful parents who taught me about saving, taxes, planning for large expenditures, and so many more valuable life lessons.
I found financial advising attractive as a career because of how I can help people with their personal finances. It is a rewarding career knowing I can make a difference in someone’s life, just by advising them on their retirement, personal savings goals, children’s college expenses, and planning for the unexpected. I help my clients develop strategic and achievable plans with retirement, college savings, large expenditures, tax savings, and more. Each plan is designed for their specific needs, and not one plan is the same.
ABOUT ME
I am from the Finger Lakes region and grew up in Naples, NY. When I am not at the office, I enjoy spending time with my fiancé, our two fluffy cats, Nugget and Cheeto, our bearded dragon, Spyro, my friends, and family! My hobbies are photography (pets, equine, portraits, and family), horseback riding (rated and non-rated eventing, fox hunting, and trail riding), hiking, and going to the movies.
PROFESSIONAL QUALIFICATION
- Bachelor's Degree from SUNY Geneseo
- Holds FINRA Series 7 and 66 registrations
Registered in NY