As team lead and liaison, I ensure client requests are handled with precision and efficiency while fostering a collaborative, energized work environment that brings out the best in everyone. I serve as a key point of contact for leadership, helping bridge strategy and execution with clarity and confidence. I also work closely with our tax preparation team to support clients through what can be a complicated process.
Why I Do This
I was drawn to finance because I saw how often financial education and support are either inaccessible or reserved for the wealthy. The sense of security and empowerment that comes from financial stability shouldn't be a privilege—it should be a possibility for everyone. I wanted to be part of changing that.
When I was in college, I helped all my friends create budget spreadsheets. My nickname was actually "Money Mads" because I was constantly helping people figure out their finances. Seeing the relief on their faces when they had a plan—that's when I knew I wanted to work in this field.
What I Bring to the Table
I bring strong analytical and interpersonal skills from my prior position as a Relationship Banker at ESL Federal Credit Union. I earned dual BA degrees in Economics and Health, Behavior, and Society from the University of Rochester, with a minor in Women's Studies, in May 2022. I recently became an Enrolled Agent in October 2024, which allows me to provide even better support on the tax side of our work.
But here's what really matters: the people I work with are genuinely some of the kindest, caring, and honorable people I've ever met. I love coming to work every day and supporting what we do to help others. I love hearing what our clients are passionate about—their pets, their travels, their careers. Those connections make the work meaningful.
The Personal Side
I grew up in Brighton and loved being a five-minute walk from the library and the town pool. My parents taught me how to budget my allowance—even when it was just five quarters. Those early lessons stuck with me.
My family is incredibly supportive. My husband, Carter, always inspires me to be my best self and encourages me to pursue my goals. My dad is my go-to pep talker, and my mom is always by my side—she even traveled with me to all my tests for my Enrolled Agent designation!
I currently live in Fairport and love art and reading in my free time. I paint, draw, and craft, and I even have my own online art store. I'm a huge fan of mystery and fantasy novels—my favorite is Circe by Madeline Miller (I have a signed copy!). I also enjoy nature walks, yoga, meditation, and watching true crime shows and documentaries.