Personal guidance for life’s financial decisions

Financial planning is about more than numbers. It is about your life—what matters to you, what you hope to accomplish, and the people and experiences you value most.

With more than 20 years of experience in people leadership and business operations, I bring a practical, holistic perspective to financial planning. I work with individuals, families, and business owners to understand where they are today, clarify where they want to go, and explore strategies that can help them move forward with purpose.

Education is at the heart of my approach. I believe everyone should have access to the knowledge, tools, and resources needed to make informed financial decisions and design the life they want to live. My role is not simply to talk about financial products or strategies—it is to listen, ask questions, educate, and help you see how the different pieces of your financial life can work together.

As a lifelong resident of Upstate New York, I am also deeply committed to the communities I serve. I am a member of the Greater Rochester Chamber of Commerce, Canandaigua Rotary, Ontario County Chamber of Commerce, and Professional Women of the Finger Lakes.

Your finances should support your life—not define it.

Let’s start with a conversation about what matters most to you.