. My partner and I have created a firm that focuses on retirement, estate planning, annuities, charitable giving, business insurance, executive compensation, and employee benefits.
I have been proud to be a woman in the financial services industry for the past 30 years. I enjoy working with community members in many different financial circumstances, but my focus and passion lies with closely held business owners.
When I’m not in the office, I relax with my husband, Sam, at our home in Webster, NY. I enjoy hiking, running, traveling, and spending time with our adult children (Joe, Chris, Mandy, and Rebecca).