As a Client Engagement Associate, I am dedicated to creating a welcoming and seamless experience for every client interaction, from coordinating appointments to supporting client needs. I am passionate about building lasting relationships and making sure every client feels confident, comfortable and cared for.
After completing my degree in Accounting from Onondaga Community College, I worked 19 years for a small business, aggregating financial data for audit purposes, preparing financial statements for quarterly and annual SEC filings, and working closely with center of influences.
I grew up in Ohio, moving to New York in 2004. I currently reside in Fulton, New York with my husband, Jeremy, who received his PhD from Syracuse University in Electrical Engineering; along with our rescue cats. I love SU sports, reading mystery novels, and supporting local fashion designers.