As your financial advisor, I will spend time to understand your financial concerns and work with you to develop a customized investment program that can best accomplish your goals. My ongoing commitment is to help make your wealth work as hard as it can. With 38 years of finance and management experience in a broad range of industries, I offer you a seasoned professional with the knowledge you require in order to reach your financial goals and dreams.
My Bachelor of Science in Accounting was earned at the University of Maryland and I am a former Certified Public Accountant. After my corporate relocation to Auburn in 1985, I fell in love with our beautiful Finger Lakes area and attended Syracuse University where I attained my Master of Business Administration (MBA) with concentrations in International Business and Management Information Systems.
As authorized by the Financial Industry Regulatory Authority (FINRA), I am a General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) credentialed. In addition, I am licensed by New York State Insurance for Annuity, Life, Accident and Health, as well as being NYS Long Term Care Partnership Plan certified. In addition, I am licensed in multiple states as I currently serve clients in a variety of locations.
As an entrepreneur I have overseen the operations of a successful manufacturer. And have been fortunate to enjoy a life blessed with many opportunities including travel, scuba diving, professional racing and flying (private IFR pilot—land and sea). Assisting business owners develop strategies, assess and select compensation and benefit plans, and plan for transition is a passion for me as a former business owner.
I am dedicated to acting as a good steward in service within our community and in our world. For this reason, I have worked extensively for non-profit organizations throughout the Finger Lakes region in recent years. Working with churches and their leaders as they serve our community has been a crucial focus of my commitment.
In my spare time I enjoy cooking, gardening, volunteering, cycling and golf. I am happy to belong and participate in the activities of many fine organizations including: our local Chamber of Commerce, Kiwanis, SCORE, Women in Aviation International (WAI), Aircraft Owners and Pilots Association (AOPA), Seaplane Pilots Association, Professional Association of Innkeepers International (PAII), GreenDrinks.org, and the YMCA-WEIU.
For the past 27 years, I have made my home on the shores of Owasco Lake.
I look forward to serving your long-term investment needs and helping you reach the goals that matter most in your life.
Check the background of this investment professional on FINRA’s BrokerCheck.