As a Wealth Management Advisor with Max Your Dash Advisors and Osaic, I’m dedicated to helping clients make confident, informed decisions about their financial future. My background as a former science educator taught me how to simplify complex ideas and meet people where they are—skills that now shape my client-centered approach to financial planning.
After earning degrees in Biology and Chemistry from SUNY Fredonia and a Master’s in the Art of Teaching, I spent six years teaching before transitioning to wealth management in 2022. Since then, I’ve worked closely with Tom Shortslef’s book of business, building trusted relationships and guiding clients through every stage of their financial journey.
As a fiduciary, I act solely in my clients’ best interests, creating strategies tailored to their goals, values, and life circumstances. My mission is to help each client maximize their potential—financially and personally—so they can truly “Max Their Dash.”