I am an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, I concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and investment portfolio management. Upon moving to Rochester in 2007, I shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.
I truly enjoy working with my clients in helping to ease their financial concerns so that they can focus on what’s most important to them in life. I am approachable and pay close attention to detail in developing solutions to provide professional service my clients can depend on.