My team and I dedicate our time and energy to assist clients who are realizing the benefits of their success. We have worked with families building a reputation as trusted advisors to assist in navigating through the many cycles of life. For active people, living complex lives, we offer a process that includes facilitative discussions to address what the future holds and begin to answer the question:
“What aspect of life do we need to explore to prepare for a better tomorrow? ”
Clients: Our highly customized process, typically for executives and business owners who want a strategic partner to collaborate with while exploring the next phase in their lives. By specializing in assisting this distinctive group, we find that the issues they face are uniquely paired with our skills in creating and preserving wealth for current and future generations.
Areas of Concentration: We are able to provide a high level of service by using a disciplined approach to addressing wealth management issues including: investments, insurance, liabilities, qualified retirement plans, business succession planning, stock options and cash management. We also review gifting plans to care for spouses, children and charities.
Background: I began my career in financial services in 1996. Prior to entering the financial services industry, I worked in the professional publishing and newspaper divisions of Times Mirror, which owned The Los Angeles Times, Newsday and The Hartford Courant.
Education: I hold a Bachelors Degree in Business Administration and a Masters Degree in Community Counseling, both from St. Bonaventure University. I have completed training at Wharton's Executive Education Program and The Johnson School at Cornell University.
Service to the Community is an integral part of my life. I am a trustee of Nazareth College, Chair the Investment Committee for The Community Foundation, and serve on the board at the Veterans Outreach Center and University of Rochester Eye Institute. I have been a sponsor and speaker for The International Women's Conferences over the past decade and have published articles in the Rochester Business Journal. I take a special interest in assisting veterans and military families in meeting their wealth planning needs.