I oversee the operations side of our firm—managing our Client Service Associate team, handling HR functions, trading, billing, and serving on the Leadership team. While I don't work directly with clients, I have a significant presence in the back-end functionality that makes everything run smoothly. What we create behind the scenes helps us deliver seamless service to you.
Why I Do This
Investing has been part of my life since childhood. I had my own investment account as a teenager, so this industry has always felt natural to me. But what really drives me now isn't the markets—it's fostering growth within our firm.
When everyone on our team is operating at their best, that energy radiates outward to our clients. My job is to help our employees grow and reach their full potential, because I know that their success directly impacts your experience. A well-supported, well-trained team provides better service, clearer communication, and more reliable execution. That's what I'm here to build.
What I Bring to the Table
I've been in this industry for 20 years and bring depth of experience from my prior role as Advisory Services Supervisor at Cadaret, Grant & Co., Inc. I provide oversight and support for investment operations—including compliance, execution, review, and collaboration with our portfolio management teams.
I hold Series 7 and Series 24 licenses through LPL Financial and earned my B.S. in Business Administration from SUNY Oswego. My focus is on creating systems and processes that allow our advisors to spend more time with you and less time tangled in administrative complexity.
The Personal Side
I'm originally from Pulaski, New York—a small town that was a great place to grow up. I was lucky enough to get some big city experience, too. My mom was from Chicago, and every summer the five of us would pile in the car for the 12-hour drive to visit family. That mix of small-town roots and big-city exposure shaped how I see the world.
I now live in Minoa, New York, with my husband Erison (we've been married since 2011), our sons Grayson and Hayden, and our two Boston Terriers, Sophie and Liberty. I want to model a great work ethic for my kids and show them they can do anything they put their minds to.
When I'm not working, I'm spending time with my husband and boys—traveling, fishing, supporting the kids at their sports, and watching the Bills.