I’m passionate about helping individuals build a path toward financial success, and much of my time, both personally and professionally, is dedicated to my family, team, and clients. While discussing or writing about myself doesn’t come naturally, I believe in being authentic and transparent, so I’m happy to share a little about who I am and what drives me.
At the core of our work is an education-based approach to financial planning, one that addresses the common pitfalls of traditional strategies while reflecting the philosophy and values that guide our firm. We are dedicated to creating a space where we can seek and share knowledge, empower our community, and bring financial clarity to our clients. Our collective knowledge and commitment to understanding each client’s unique needs ensure that we provide thoughtful, personalized guidance every step of the way.
I’m supported by an amazing team: Nicole Link, our administrative assistant, ensures that everything runs smoothly behind the scenes. Together, we form a dedicated team committed to delivering the highest level of service and expertise.
Over the years, our focus has expanded, but one thing remains constant: we are committed to helping clients achieve financial clarity and success. Our ideal clients share a few key traits: strong cash flow, investable assets, and, most importantly, a commitment to coachability, drive, financial responsibility, and shared values. While I initially focused on working with women professionals, including conducting a two-year research project on financial awareness and readiness, our client base now spans all genders, with a particular concentration in sales professionals and engineers—fields that align well with our detailed and thorough approach to financial planning.
Family and community are at the heart of everything I do. I have been involved in organizations such as The Junior League of Buffalo, the University at Buffalo Childcare Center, Buffalo Hearing and Speech. My current involvement with Peaceprints of WNY, allows for me to provide financial education through their programs. I’ve been with Alliance Financial Network, Inc. since 2005, and have earned recognition as the firm’s Rising Star (2006) and Soaring Eagle (2015) along the way.
Originally from California, I graduated from California State University, Fullerton, before moving to Buffalo in 2003. I now live in the Town of Tonawanda with my three children—Logan, Hannah, and Ethan. As a family, we’re active and love spending time together, whether cheering on the Buffalo Bandits or getting outdoors for lacrosse, basketball, dance, and paddleboarding.
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Registered Representative and Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. CA insurance license #0F79759.