I live in Clarence with my husband (Todd), and our two boys (Trenton & Andrew). Both of our boys played baseball in elementary and middle school and then once in high school expanded their interests and tried some other sports joining the Clarence High School football team, as well as Clarence Varsity golf team. We continue to meet new families in our community and enjoy the time we spend at school events.
We particularly enjoy watching or attending Buffalo Bills football games and are always looking forward to our next family vacation. We have a family membership at Jada Blitz Fitness. You can find us there training together most weekends in the morning.
Prior to Covid, I volunteered with the local Clarence High School Business Academy and had a wonderful experience mentoring Sophomore, Junior and Senior high school students. I also serve as a volunteer and support Savvy Ladies' mission as a non-profit organization that provides personal finance education and resources for women to inspire them to plan for the future.
I am a member of National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of fee-only financial advisors, XY Planning Network (XYPN) -
the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, and the local Financial Planning Association (FPA), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals.
I currently serve on the board of the local FPA of Western New York Chapter, as well as the program committee to help deliver stimulating and relevant content to members.
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8463 Sheridan Drive, Williamsville NY 14221 - by appointment only
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