I have worked at RBC since 2012 and have served a broad spectrum of clients. I enjoy helping people navigate the financial arena, pursuing their financial goals. In 2015, I was presented with the quarterly and annual Awards of Excellence. Prior to RBC, I spent much of my Financial Services career on institutional trading desks in New York City. My friendly approach helps lessen the sometimes overwhelming nature of finance and wealth management. I am not intimidating, yet knowledgeable. I deliver appropriate resolutions and go above and beyond making clients feel at ease. I am married to Robert, and have 4 children and a dog. I enjoy being involved in my community and sit on two advisory boards. My family is also active in youth sports, predominantly hockey and lacrosse. I earned a BA from SUNY Albany and hold my Series 7, Series 66 and NYS Insurance licenses.