NEW BUSINESS AND BROKERAGE COORDINATOR
A Central New York native and graduate of Fredonia State and the University at Buffalo, I’ve spent more than 20 years supporting Financial Advisors and helping them navigate the complexities of the insurance and investment landscape.
I’m licensed in New York for life, health, and disability insurance, and hold my FINRA Series 7 and 24 registrations.
Whether it’s paperwork, quoting, tracking, or underwriting, I’m the person people rely on to keep things moving smoothly. I’m dedicated to providing exceptional service and proactive follow‑up for every broker and client I support.
