How I got here:
I began my career in the banking industry, where I served in a variety of roles, however, the interactions I most enjoyed were with not-for-profit entities. After a tenured banking career, I joined RJR Associates, a then sister company of Rockbridge Investment Management.
Favorite part of the job:
I enjoy building relationships with our clients and sharing my financial knowledge and expertise. I appreciate getting to know each client to build trust and to provide personalized assistance, so that both existing clients and new clients feel at ease with their experiences.
A.A.S. in Business Administration, Onondaga Community College
Beneath the surface:
In my spare time, I enjoy spending time with friends and my two Golden Doodles Shasta & Daisy. I’m also involved in various not-for-profit community organizations and committees in the Syracuse area.
Quirky fact about me is I enjoy seeking adventure in the outdoors; four-wheeling, snowmobiling, skiing and bonfires.