“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 the knowledge you need to reach your financial goals and dreams.
My Bachelor of Science in Accounting was earned at the University of Maryland. I am a former Certified Public Accountant and a former Corporate CFO. After my corporate relocation to Auburn in 1985, I attended Syracuse University where I obtained 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. I am licensed in multiple states serving my clients in a variety of locations as their circumstances change.
As an entrepreneur, I started and ran a successful manufacturing business specializing in composites serving the racing, marine, and aviation industries. Assisting business owners develop strategies, assess and select compensation and benefit plans, and prepare for transition is a passion for me as a former business owner.
I am dedicated to acting in service to our community and our world. To this end, I have particularly enjoyed working with churches and their leaders as they serve our Finger Lakes community.
Outside of work I have enjoyed participating in and volunteering for a variety of organizations including the local Chamber of Commerce, Kiwanis, SCORE, Women in Aviation International, Aircraft Owners and Pilots Association, the Seaplane Pilots Association, and the Professional Association of Innkeepers.
I look forward to serving your long-term investment needs and helping you reach the goals that matter most in your life.”
Phone: 315-730-6975 or 315-515-6406
Check the background of this investment professional on FINRA’s BrokerCheck.
