I am a native of Upstate New York and have called Charlotte my home since 1996. Here at Strategic Planning Group, I bring over 30 years of experience in the field of financial services. In my current role as Director of Operations, I enjoy being able to participate and assist in many aspect of our mission to bring financial security, independence and future legacy to our client’s.
I have held a North Carolina Life & Accident Health License since 1997 and have recently obtained the professional designations of ACS and ALMI.
Although my family all remain in New York, I have friends here in North Carolina that have become family to me. With them, I enjoy sharing activities like hiking and exploring many of the charming mountain towns our state has to offer. In addition to exploring my own state, I love foreign travel and finding the most out of the way antique shops. Cooking, listening to music, and entertaining friends and family are my greatest loves. Holiday celebrations and gatherings like our annual Chili Party are festivities not to be missed.