My Philosophy
I have built my career on understanding my clients, their family lives, and their unique goals.
The key is delivering a plan for them that is fluid, flexible, and will provide guidance for the long term. I work hard to earn their trust within a very intimate part of their lives and their respect for the guidance I provide, which is both an honor and a privilege. Many of my clients become close friends and part of my extended family.
Unexpected Life Changes.
How do we plan for them?
This is how we do it!
Family First
I want to work with you.

My Story
My husband, Ted, and I have lived in Rome for 17 years.
Here, we are raising our three very active children. When I am not working, I can be found golfing, at field hockey games, or AYSO soccer – both as a goalie mom – camping with my family in the Adirondacks, or with my nose buried deep in a book.
My passions include autism advocacy, volunteering for several local not-for-profit agencies, gardening, musical theater, and watching the Utica Comets or Buffalo Sabres live!
I am committed to this community and all it holds for every person and family. Here are a few fun facts about Rome, New York:
- Fort Stanwix is located in Rome. Built in 1758 by the British, it was captured by American forces during the Revolutionary War and successfully defended against a British campaign.
- Francis Bellamy, the author of the United States Pledge of Allegiance, was from Rome and is buried there.
- Rome is known as the Copper City. During the Industrial Revolution, 10% of the copper produced in the United States was made in Rome.
- The world-famous Turkey Joints were created in Rome! Created by Nora’s Candy Shop in 1919 by the Haritatos family, Turkey Joints have become a well-known delicacy throughout the country.
Community Service
Present
The Kelberman Center, Board Secretary & Member
- Chair, Financial Development Committee
- Member, Executive Committee
- Member, Audit Committee
Rome Chamber of Commerce, Board of Directors
- Silent Auction Committee
Past
SUNY Poly Foundation, Board of Trustees
Community Connected Schools, Board Member
Masonic Care Community, Development Advisory Board
Notre Dame Schools, Development & Governance Committees Member

Awards
2017 40-Under-40 recipient by the CNY Business Journal
2016 Commencement Alumni Speaker – SUNY Poly
- 2016 Annual Benefit Dinner Honoree for philanthropic work on behalf of students with disabilities – SUNY Poly