Hello. I am the co-founder of Empowered Financial Strategies and financial advisor. As a critical thinker, I combine my passions for education and coaching with my analytical skills. I specialize in helping clients build strategies to turn their assets into income during retirement. I educate on long-term care, Medicaid, Medicare, and Social Security. I help create a financial strategy with a clear visual picture. My goal is to maximize your financial potential and security to and through retirement.
Born in Rochester, New York, I attended Binghamton University, earning a bachelor’s degree in Mathematics with a concentration in Computers and Statistics. I hold a Life and Health license as well as Finra Series 6, 63, 65, 7 and 24 licenses. I have earned a number of designations through The American College. These include: Retirement Income Certified Professional, (RICP®), Wealth Management Certified Professional (WMCP®), & Chartered Leadership Fellow, (CLF®). In addition to working as an advisor, I am a national trainer and have spent years in field management, training, and managing teams. I also serve on The American College Alumni Advisory Council.
My focus is on the detailed analysis of my client’s present situation, helping them understand their strengths and risks. I then build strategies to fortify strengths and diminish risks, while helping build wealth and reach their goals. I enjoy the challenge of thinking through the different investment and insurance options, testing different ideas and putting different pieces together to form a strategy that will improve the lives of those I serve.
As an advocate for education, I have created a Financial Literacy Program for teens that we offer to non-profits, schools and other groups who serve our youth. We also offer many other workshops. Topics include, Retirement Income Planning, Special Needs Planning, Estate Planning, Women Empowerment, Financial Literacy, Business Planning & College Planning. Schedule your workshop today.
My other interests include nutrition and preventative health; I love hosting a great party or dinner and building community. I adore fast-paced sports, including rugby, football, and hockey, (ice & field). I love biking & hiking, or just going on a long walk with my dog. Married for over 30 years, we love traveling, gardening, gathering with friends and our large families; with our rescue dogs at our side. We support a number of rescue organizations, the Binghamton Rugby program, the Delaware Rugby Foundation, The Boys and Girls Clubs of America, and our church. I am a hopeless optimist and I believe that one day my Buffalo Bills will win a Super Bowl. (#GoBills)