I joined Ascent Wealth Partners in April 2017 in the Saratoga Springs office. My role is to provide back office operations and client service support for our clients.
My prior experience includes 14 years with Smith Barney and Morgan Stanley as a Compliance Officer in the Utica, NY branch and Syracuse Complex. I hold a Series 7, 63 and 66 licenses.
I recently re-located to Saratoga Springs, NY to live closer to my children and grandsons. I enjoy hiking, running and spending as much as time as possible with family and friends.
“We’re Motivated. We live and breathe financial services, to stay ahead of the curve.”