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>>CLICK HERE to easily set up an initial, complimentary call with me to discuss your goals.
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. I have a couple of cats who I adore, and my hobbies include photography (pets, equine, seniors, and family) and horseback riding (eventing, jumpers, fox hunting, and trail riding). I enjoy spending quality time with my friends and family as often as I can, while trying new experiences
PROFESSIONAL QUALIFICATION
- Bachelor's Degree from SUNY Geneseo
- Holds FINRA Series 7 and 66 registrations
Specialty Services
- Comprehensive financial planning – What it is, why it matters, and the steps involved
- Retirement planning – What retirement accounts are best for those just starting to save
- Tax consultation and/or preparation – Available through Accu Tax (separate from Lincoln Investment)
- Debt management – Strategies to reduce and manage debt
- College planning – Ways to save for education while being tax-efficient
- Life insurance – Evaluating how much coverage may be appropriate
- Estate planning basics – Key documents to have in place and how to get started
Registered in NY