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.
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:
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
SUNY Poly Foundation, Board of Trustees
Community Connected Schools, Board Member
Masonic Care Community, Development Advisory Board
Notre Dame Schools, Development & Governance Committees Member
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