Welcome! Member since: March 2021
  • I grew up in Penfield, graduating from Penfield High in 2001 and then from St. John Fisher in 2006 with a degree in economics.  After graduation, I moved out to Boston and pursued my passion for exercise and became a Personal Trainer and managed gyms in Boston. I went back to school in 2010 to get my MBA from Boston College, specializing in Corporate Finance with additional work in Asset Management and Strategy.
  • After business school I was a Pension Product Manager for Prudential Retirement in Hartford, CT then worked at John Hancock in their US Insurance Division based in Boston as a Sr. Financial Analyst.
  • We moved back to Penfield to be closer to my family. I worked at Paychex, running their strategy, reporting, and analytics team for the Service organization. After about a decade in the corporate world I decided to get back in front of clients to help them directly again, I made the change to Edward Jones as a Financial Advisor and am based here in Penfield.
  • I wanted to join the Penfield Rotary because I want to give back to my community but was not certain how best to do so. I like the idea of not being focused solely on one method of charitable service, having the ability to help in various ways directly in my community.