As a CFP® professional at Countryside Financial, I'm passionate about making sound financial guidance accessible to all. Relying on my experience in portfolio management, I strive to communicate data in a concise, straightforward manner. My approach combines comprehensive planning with personalized service, helping clients from diverse backgrounds build confidence in their financial future.
My journey began in Niagara University’s finance program, where I had the opportunity to co-manage the Monteagle Fund alongside fellow graduate students. Our portfolio was the second highest performing fund for graduate students at the Global Asset Management Education Forum 2023 among 120 universities worldwide. This experience, paired with my passion for the industry, ultimately led me to a career in financial services.
Since joining Countryside Financial, I have become a Life, Accident & Health insurance agent and notary public in the state of New York.
In my free time, I enjoy playing in the Buffalo Silver Band, the only English-style brass band in Western New York. I have been fortunate enough to perform in Austria, Germany, France, Switzerland, and Italy. After a fulfilling day at work, you will find me refereeing soccer matches across the region and watching the Sabres!