A native of Buffalo, New York, I earned a B.A. in Social Work and Psychology from Michigan State University and an MSW from Wilfred Laurier University. After practicing in the field for 8 years, I went on to earn an MBA from Boston University and worked for 20 years in corporate America in both public and private companies in a variety of industries, from high tech to consumer products and ship interior building. I held positions in the areas of financial/business analysis, strategy, and senior management positions overseeing operations, finance, and human resources. After years in corporate America, I got the entrepreneurial bug and decided to purchase a boutique flooring company franchise.

Upon determining that the franchise model was not all it professed to be, I decided to exit the business, pivot, and leverage the skills and knowledge I had gained throughout my diverse career. My decision to become a financial advisor was inspired by my own personal experience of a difficult divorce in the midst of the 2008 financial crisis, when I realized that I’d neglected to assume responsibility for my own personal financial wellbeing. I worked hard to successfully build a new life for myself.

I have thoughtfully developed my knowledge, skills, and processes to help people find the support and insights they need to navigate their personal financial life successfully.