“As the first point of contact when a client comes into our office or calls us, my goal is to help them feel comfortable and assist them with their needs.”
I joined Ascent Wealth Partners in the Fall of 2017 as the Executive Assistant for our New Hartford office. My role at the firm includes greeting clients and making them feel welcome, assisting with client service, and helping Ascent’s advisers with their scheduling and other administrative needs.
Prior to joining Ascent, I was an accountant with a local CPA firm for over ten years.
My responsibilities there have been of great value in my current role at Ascent, when working on “back office” tasks and when assisting clients with their service needs.
I am a graduate of SUNY Institute of Technology Utica/Rome and hold a Bachelor’s degree in Accounting.
I currently reside in Whitesboro with my two daughters. I enjoy spending time outdoors, puttering around the house, reading and cooking.