Our Team of Wealth Management Professionals

For more than 30 years I’ve helped successful families, business owners, and professionals think bigger about their financial future. My practice is built on three pillars: core wealth management, generational legacy planning, and real estate integration. Clients come to me when they want long-term thinking, high-touch service, and a clear plan to financial independence.

I design customized, tax-aware investment strategies that balance growth with income and retirement planning. Portfolios often include private equity, private debt, and other alternative investments to enhance diversification and open access to opportunities usually reserved for institutions.

Collaboration is central to my work. I partner with clients, their attorneys, and CPAs to create coordinated estate strategies that reflect their values and simplify complexity – helping families reduce tax burdens, organize wealth, and build lasting legacies.

Real estate has always been part of my DNA. Growing up in a family that managed nearly 1,000 apartment units and commercial properties gave me a deep understanding of real estate as both an asset and a legacy. Through Wells Fargo Advisors’ Real Estate Asset Management platform, I help clients manage, grow, or transition their real estate holdings as part of their overall wealth plan.

I bring this perspective along with decades of Wall Street and private client experience to every relationship.

Outside the office, you’ll usually find me on the golf course, enjoying the outdoors, or boating with my family. I live in Orchard Park, New York, with my wife and our two children.

I serve as our clients’ primary point of contact and I’m no stranger to handling inquiries. With 20 years of industry experience, I am consistently focused on strengthening client relationships and thrive on quickly investigating issues to efficiently resolve them. I bring my passion for providing excellent client service to the team while also accomplishing operational duties that include recordkeeping, scheduling, and ensuring compliance with regulatory requirements. 

Outside of the office, I live in West Seneca, New York with my husband, Douglas, and my daughter and son, Ella and Alexander. I’m a season ticket holder for the Buffalo Bills and a huge fan – you can find me supporting them during the on-season!