I am a dedicated administrative professional with over 10 years of experience in the financial services industry, including the past five years with Excelsior Wealth Partners. I take pride in supporting advisors and clients with efficiency, attention to detail, and a strong commitment to service.
Based in Boonville, NY, I balance my professional life with what matters most to me outside of work—family. In my free time, I enjoy traveling, trying new foods, and especially soaking up everything the autumn season has to offer. When I’m not working or traveling, you’ll often find me spending time with my family and my two Border Collies, making memories along the way.