10/06/2025
Check out LPL Financial Research's Weekly Commentary on the market: "Q3 Earnings Season Preview: Little Suspense".https://s3.amazonaws.com/static.contentres.com/media/documents/3c6b18b5-dd5c-43d4-85f2-4e22686243c2.pdf
Our Mission is to establish long-term relationships with clients who expect and value technical competence, objective planning and personalized service.
755 Jefferson Road 3rd Floor
Rochester, NY
14623
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I am a wife, a mother, a sister, a daughter and a career woman. I was fortunate early on to be able to invest in my future and I saw the value of building a road map specific to my needs and my family’s needs. That passion led me to change careers so I could help others take control of their financial goals and dreams. There’s no better joy for me than to help educate and empower a friend, loved one or acquaintance down the path to their own financial success.