What is your role with the firm?
As the Relationship Manager, I deepen relationships with clients by helping them through the onboarding process, troubleshooting issues, communicating with their other professionals, handling all of the paperwork, and by being available for any questions and requests. My goal is that I make all of the client interactions with our firm positive and will help them in any way I can.
What credentials do you have?
I have a Bachelor of Arts degree in Psychology from the State University of New York at Geneseo.
What community organizations do you support?
I recently coached Girls On The Run, a national transformational learning program for 8-13 year old girls. The program promotes physical as well as mental well-being. I also volunteer with an annual fundraising event for the Kathleen Mary House, a transition home for women affected by domestic violence. I support the March of Dimes and Wounded Warriors programs.
Can you give us a glimpse of your personal life?
I was born in Las Vegas NV and moved to Western New York as a child. I travelled with my husband while he was an army officer for three years, but moved back to the Western New York area in 2000. My husband and I currently reside in Lake View with our three children.