Vision Financial Group - Meridian Centre Boulevard

400 Meridian Centre Boulevard, Suite 101
Rochester, NY 14618-3989

Professional Story

A dedicated financial advisor with a strong academic foundation from SUNY Brockport and ongoing financial education at Boston University, I bring both professional expertise and real-world perspective to every client interaction. 

As someone raising a family, I understand firsthand the importance of financial planning that supports long-term stability, generational wealth, and peace of mind. I specialize in crafting personalized strategies to help individuals and families manage risk, build wealth, and navigate life’s milestones with confidence and clarity.


Languages: English


Specialties:Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Business Owners


Check the background of this investment professional on FINRA's BrokerCheck