Meet The Team

“It isn’t sufficient just to want – you’ve got to ask yourself what you are going to do to get the things you want.” Franklin D. Roosevelt

As an Investment Operations Associate, I am passionate about supporting clients on their financial journeys. I believe that strong relationships and attention to detail are at the heart of excellent service. I work closely with our team to maintain a high standard of professionalism, while also fostering an environment where every client feels heard, appreciated, and confident in the care they receive.

I’ve lived in Endwell my entire life and take pride in being an active member of the local community. I volunteer with the Endwell Fire Department as a photographer, working alongside my boyfriend, Cole, and participating in many of the department’s events throughout the year. In my spare time, I enjoy a wide variety of hobbies, from video games and painting to camping, traveling, and spending time outdoors. I love trying new things, and if you can name it, there’s a good chance I’ve at least given it a try.