PROFESSIONAL EXPERIENCE
I began my career as a financial advisor at The Legend Group in 2018. I always wanted to make a positive impact on the lives of those I worked with and I originally went down the path of nursing but quickly realized I wanted to help people in a different way.
My mission is to provide confidence and eliminate worry surrounding the various financial decisions that will need to be made. I deliver a personalized experience to each of my clients, as I understand priorities differ. Helping guide individuals and families through every stage of life is so rewarding to me.
ABOUT ME
I am originally from the small town of Clyde, NY. I spent several years living in the Park Avenue area of Rochester, NY and now reside in the countryside of Farmington, NY. I have my hands and heart full with my 2 sons, born in 2020 and 2023. I love all the seasons and get excited for what each time of the year brings. Soaking in all the traditions and fun and festive activities with family and friends is what my life revolves around. I also enjoy cooking/baking, the outdoors and home projects.
Professional Qualifications
- Graduate of Alfred State College
- Holds FINRA Series 7 and 66 registrations
Specialty Services
- Debt Management
- College Savings Plans
- Retirement Planning
- Comprehensive Financial Planning and Budgeting
- Accident, Health, and Life Insurance
Registered in CO, FL, IL, NY, PA, PR, SC