25 YEARS OF EXPERIENCE

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

• Women's Financial Strategies
• Retirement Income Strategies
• Asset Allocation Strategies
• Social Security Retirement Benefits
• Retirement Planning Strategies
• Investments
• Retirement Plan Distributions
• Saving for Education

Interests

I live in Canandaigua New York with my husband Eric, and our youngest daughter Jessica.  Jessica attends Binghamton University, studying Neuroscience.  Our oldest daughter, Rachele, lives in Syracuse, New York.  She is a Veterinarian, working in Cicero, NY.

I volunteer frequently with the Canandaigua Academy Theatre program and Canandaigua Youth Theatre. We are members of the First United Methodist Church of Canandaigua and help to raise food donations for Canandaigua Churches in Action. I am also an avid gardener, hiker and Syracuse Basketball fan.

Qualifications

• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

• Bachelors of Science - Keuka College 1985