As Assistant Vice President at Champlain Wealth Management, I focus on creating a clear, comfortable experience for the pre-retirees, retirees, and families we serve. My work blends the legacy of our firm with a modern approach to financial planning, communication, and client engagement. I want every client to feel understood, prepared, and confident as they make some of the most important financial decisions of their lives.
In my day‑to‑day role, I’m deeply involved in the financial planning process, gathering and analyzing data, preparing retirement projections, and helping ensure that each plan reflects the clients' goals. Whether I’m coordinating client communication or refining the details behind the scenes, my goal is always the same: to provide clarity, trust, and a sense of calm in a world that often feels overwhelming.
As a Behavioral Financial Advisor™ (BFA™), I recognize that money is emotional and that financial decisions are shaped as much by values and behavior as they are by numbers. The BFA™ approach emphasizes helping clients understand their natural decision‑making tendencies, manage the biases that can derail long‑term plans, and stay aligned with what matters most to them. By integrating behavioral coaching with traditional financial planning, I aim to support clients not only in building a strong plan, but in following it with confidence and consistency.
Before joining Champlain Wealth Management, I graduated from Stony Brook University with a bachelor’s degree in business management and a concentration in finance. I also worked with the Arizona Diamondbacks as an Account Executive on the Membership Experience team. In that role, I handled sales, resolved customer issues, coordinated game‑day logistics, and built long‑term relationships by being a reliable point of contact for season ticket holders. That experience taught me the importance of attentive service, clear communication, and preparation. These are lessons I bring to every client interaction today.
I am currently completing the coursework for the CERTIFIED FINANCIAL PLANNER® designation and am on track to finish in 2027. I live in Malta, New York, and enjoy golfing, playing hockey, watching baseball, and staying active outdoors with family and friends.