I was born and raised in East Aurora, NY, the youngest of three girls, both my parents instilled in me at a very young age that working hard was not an option but a requirement, while also making sure that I had every opportunity to be whoever I wanted to be. I am a massive animal lover, so my dream was to become a veterinarian, but when I started down that path, something just didn’t fit. I knew I had to find something that spoke to my strengths, so I switched gears and went back to school in my mid-20’s where I received a bachelor’s degree in business management from Medaille College. I took on several different roles with large corporations throughout my career; Relationship Management with BMW Financial Services, Quality Assurance Analysis for a local remarketing firm. But I knew I wanted to find a smaller company, smaller client base, but one that allowed me to devote more time and attention to the clients and the company. Somewhere that I could truly make a difference and deliver a personal touch.
In April of 2012, I began working with Founder & CEO Jeremy Beck at Buffalo Financial (formerly Beck Financial Group) and everything began to click. I genuinely love my job, as Chief Operating Officer, I wear many hats, but my main goal is simple, to do everything I can to ensure our clients and staff receive the time, care, and attention they deserve. It is my job to provide every client with top-notch, white glove service, not just when they come in for the first appointment, but every day thereafter. Our clients have become like extended family, sharing in the amazing successes as well as the darkest of times. They know that they can call me anytime day or night, whether it is to help set up 529 accounts for children and grandchildren, to help answer questions about their accounts, both held here and elsewhere in a 401K or 403B, to help take the stress and uncertainty out of retirement, and to ensure they, as well as everyone in our office is thriving and growing. I have definitely found my right seat on the bus!
Charitable giving has also become a fundamental task to our office over the last few years. In 2021, I served as campaign manager to Jeremy Beck’s team for the Leukemia & Lymphoma Society’s (LLS) Man & Woman of the Year charity campaign where Jeremy was not only crowned man of the year but our team also raised $142,000 to help save lives and defeat blood cancer. Our entire staff held a vital role during the campaign and because of that continued holding events and donating to both LLS, as well as O’Shei Children’s hospital where we have organized over 10 events in the years following our first campaign.
When not at the office, you can usually find me with family and friends, I am a mom to my beautiful daughter Liviana and my two Boston Terriers, Romeo and Louis, We love spending time outside, so camping, hiking, bike riding, and going to the beach (during the 2 months of Buffalo we call summer) are where you can find me most. I love concerts, traveling and board games (I am ridiculously competitive). I am also an avid reader, a massive Buffalo Bills fan, and when I have time, I love to cook.
2021 LLS Western New York Man of the Year, created by Leukemia & Lymphoma Society. This award is based on dollars raised for the charity in a 10-week period and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. For more information go to https://www.lls.org/news/man-woman-year-more-title-its-all-about-curing-cancer