PROFESSIONAL EXPERIENCE
I have over 11 years of experience in the financial services industry. One of my proudest accomplishments has been co-founding the Women's Advisory Group with my colleagues at The Legend Group, whose mission is 'empowering women towards financial freedom'. My passion comes from personal experience in life, and the difficulties I faced with the sudden loss of my mother.
It is my mission to help other people prepare for the unexpected. I take a holistic approach by getting to know my clients on a personal level and providing a customized, full-service financial strategy to match their needs.
ABOUT ME
I’m originally from Buffalo and live in downtown Rochester with my two dogs, Zeus and Athena. We enjoy an always-invigorating game of catch with a tennis ball, tug-of-war, and exploring Rochester’s parks together. I also enjoy home improvement projects, crocheting blankets, and exploring the ever-changing businesses and landscapes of Rochester.
Professional Qualifications
- Graduate of SUNY Geneseo
- Holds FINRA Series 7 and 66 registrations
Specialty Services
- Holistic Financial Planning Strategies
- Retirement Planning
- Saving for the Future
- Investing Made Simple
- Accident, Health, and Life Insurance
Memberships
- South Wedge Planning Committee
- Rochester Young Professionals
Registered in FL and NY
The Women's Advisory Group is not affiliated with Capital Analysts or Lincoln Investment