Serving Rochester, New York
As an LPL Financial Advisor with Kinecta Wealth Management, I am dedicated to helping clients make the most of their assets by identifying areas of opportunity and improvement. With 10 years of experience in financial services, I enjoy empowering people with sound financial advice and investment best practices. My passion lies in helping people make impactful financial decisions for themselves by getting to know them and their needs and partnering with them to pursue their goals. As an advisor, I am motivated by the important responsibility of making a difference in people’s lives.
I graduated summa cum laude from St. John Fisher College and started my career in the financial services field soon after graduation. However, my journey with investing began long before I entered this field when I opened a Roth IRA for myself at age 16. From a young age, I learned that understanding what options are available and being willing to think outside the box can benefit your long-term success.
One of the most significant values I can offer clients is my ability to connect all the dots for them. Getting to know them as individuals and understanding their needs, goals and dreams allows me to tailor strategies unique to their circumstances and offer the best possible guidance and support. Many factors are involved in our financial lives, and my role is to consider them all on my client’s behalf.
Born and raised in Rochester, NY, I am proud to call this community home. When not providing financial advice, I enjoy spending my time salsa dancing and even traveling to different parts of the world to dance. You may also find me passionately pursuing professional photography outside of work.
Registrations held through LPL Financial: 7 and 66.
Registered for Securities in the following states: AL, AZ, CA, CT, FL, GA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA and WI.
Check the background of this investment professional on FINRA’s BrokerCheck.®