Background and experience:

For more than 30 years, I have had the privilege to serve as a financial advisor to families, individuals, and institutions. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.

I take a comprehensive approach to investment planning and examine every element of a client's financial life, including debt management, cash reserves, insurance, estate investment planning and tax implications.

I began my career with Wells Fargo Advisors in 1997 and joined Wells Fargo Advisors Financial Network in 2026. In 1999, I earned the CERTIFIED FINANCIAL PLANNER® certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board and have successfully completed coursework on financial topics in the following areas; general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements. My formal education is in finance where I earned a Master's degree from Harvard University.

Away from the office:

I enjoy watching and participating in sports. I love to learn about history. I take weekly piano lessons. I cherish my time spent with my wife, Kasia, my son, Ashton, and my daughter, Olivia.

I am a Senior Registered Client Associate with Summit View Private Wealth Management, bringing nearly three decades of experience in the financial services industry. Prior to joining Summit View, I worked with Wells Fargo Advisors from 2009 to 2026, UBS Financial Services from 2005 to 2009, and HSBC Bank from 1991 to 2005.

I hold my Series 7, 9, 10, and 66 securities registrations and am also licensed in life and health insurance. My extensive industry experience and professional credentials allow me to provide knowledgeable, thoughtful support to clients and their financial needs.

Over the course of my career, I have learned that clients always come first. I am committed to delivering an exceptional service experience and take pride in building lasting relationships based on trust, responsiveness, and objective guidance. I enjoy helping clients navigate important financial decisions and strive to make every interaction meaningful and supportive.

Originally from Plattsburgh, New York, I live with my husband, David, and our two energetic dachshunds, Blue and Paisley. Outside of work, I enjoy evening walks with my husband and spending quality time with my family, especially my grandchildren.