I am a founding member of the GL Group, a wealth management group in Rochester, NY. After starting my career in financial services in 1998, I joined Merrill in 2000 and have been with the firm ever since. Throughout my nearly 20 years with the firm, I have had the pleasure of providing financial guidance to families, executives, doctors and corporations. From Investment Management and Trust & Estate planning services, to retirement plans for your small business, our team has the experience and resources to help ensure all of your financial needs are met. Our clients look to us to proactively find the solutions to their many financial questions throughout their lifetime, so that they can spend time doing what they love most. I am an Upstate New York native, having grown up in Watertown, and I graduated from SUNY Brockport where I currently sit on the Business Advisory Council. I hold the Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS) designations. *Chartered Retirement Planning Counselor (CRPC) and Chartered Retirement Plans Specialist (CRPS) are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. 