I serve as a point of contact for client inquiries, coordinate account paperwork and documentation, schedule and prepare for client meetings, and ensure follow-up items are completed. My role is to make sure you receive the best possible customer service throughout your relationship with our firm.
Why I Do This
I was ready to learn something new that could help me grow personally, not just professionally. The world of financial planning impacts my life at work and outside of it, and I wanted to challenge myself with something that could benefit me on both levels. What I've realized is that being an assistant in the financial planning space doesn't just inform the work I do every day—it also gives me tools I can apply in my own life.
What motivates me is knowing our team's work helps clients feel confident and cared for. What excites me is building strong relationships and being part of a team that helps people pursue their goals, no matter how big or small they may be.
What I Bring to the Table
I bring interpersonal skills and experience from my prior position as a recruiter at AP Professionals, where I matched and placed qualified candidates in finance, accounting, and human resources. I also have a background in managing payroll operations for contract employees, so I understand the importance of accuracy and attention to detail.
I earned my Bachelor of Science degree in Business Management from St. John Fisher University and grew up in the Seneca Falls area—a small town where everyone knows one another and community truly means something.
What I Love About This Work
I aim to provide you with a sense of confidence from knowing we strive to look out for you at every step. You can feel confident that your best interests are always our priority.
What I find most interesting is that clients know they can come to us for anything they're dealing with in their lives. We're often one of the first or second calls when they're making important decisions. That level of confidence is something we never take for granted.
The Personal Side
I'm just coming up on my first wedding anniversary with my husband, Tyler. We got married in the fall of 2024 and currently live in Rochester. Together we're the proud parents of three cats—Delilah, Lily, and Holly—who mean the world to us.
Family is incredibly important to me, and the love and support I receive from mine is a constant source of encouragement in both my personal life and career. I'm forever grateful for the role they play in helping me grow and stay grounded.
I love spending time with family and friends, and I'm always doing something that keeps me on my toes. I'm also a huge fan of Orange Theory fitness classes and snuggling up with a good book.