Experience
I am a Certified Financial Planner with 17 years experience in the banking and investment industry.
Philosophy
As an independent advisor I work for my clients, not other companies. I will begin with a comprehensive analysis of your current financial situation and educate you in areas of improvement to provide you with peace of mind and a sound financial plan. It is my goal to become my clients trusted advisor and partner along the way to a successful retirement. My passion is educating and empowering women financially.
Community
I have a commitment to education in the community through appearances on AM Buffalo, various seminars and workshops, and adult education classes. I am actively involved in the Financial Planning Association and I serve on the Board of the West Seneca Finance Academy and am a member of the West Seneca Chamber of Commerce. ‘
Education
I received my Bachelors degree in Finance from Canisius College in 1995 and received my Certified Financial Planner Designation in 2001 and my Certified Divorce Financial Analyst Designation in 2011. I currently maintain my Series 6, 63, 7, life, accident & health, and NYS LTC Partnership designation.
Specialty
My specialty is working with women decision makers, small business owners, and those divorced and/or widowed. I also work with numerous teachers and NYS employees focusing on retirement planning through investments such as Mutual Funds, Annuities, Life Insurance, & Long Term Care Insurance.
