Client Service and Research Assistant
I was born and raised in Buffalo, New York. Growing up in the southtown suburb of West Seneca. From an early age my parents instilled in me the core values of: family, tenacity, and selflessness. Which I still feel guide me in every aspect of my life today. I grew up with a large, loving, extended family that spent most of its time together. Growing up incredibly close with aunt, uncles, cousins, and most profoundly, my grandparents. When I lost both grandparents on my mother’s side before the age of ten, I learned a difficult but meaningful life lesson, grasping early that life is short and to never take a day for granted. My grandfather was my role model, he personified hard work, ethic, persistence, and his transparent refusal to give up on anything he set his mind to. It is the leading values I carry with me always.
I graduated from West Seneca West Senior High in 2018. Roughly a decade ago, during my teenage years, at family outings and vacations I met Founder & CEO Jeremy Beck, who was a close friend of my family. From that very first time I knew this was a man I would love to learn from. He was humble, caring, intelligent with a natural affinity for helping others. After several years, I mentioned an internship I was looking for while in the Academy of Finance through my high school, without hesitation and within seconds, Jeremy offered an internship with his firm. During my time there, Jeremy personally guided me through learning every aspect of not only running a business, but also investments, portfolio management, and the ethics of how he treats each and every client. It was imperative to him that I understand all aspects of the job, from the ground up. Upon graduation at West Seneca, I finished up my internship with Jeremy who suggested I contact him post-college.
I then headed off to my freshman college year at St. Bonaventure. When I decided to transfer to Erie Community College for my sophomore year, I contacted Jeremy again, although I was not yet finished with my degree, he offered me a position so that I could continue learning about the investment business while continuing my education. A year later, I graduated with an associate degree in business administration. Six months later, In June 2021, I accepted a full-time position with Buffalo Financial as a Client Service Manager and Research Assistant, where I am currently studying for my Bachelor’s in Accounting at the University of Phoenix, and working to help the practice grow. My end goal is to become a CPA and spearhead the Buffalo Financial Accounting and Tax Division.
When I am not in the office or a classroom, you can find me spending time with family, friends, and my beautiful fiancé, Haley Travers. I enjoy relaxing outside, camping, and hiking. I have played hockey for nearly two decades, so I still get out at least once a week in an adult league to enjoy one of my first developed passions. I also enjoy Golf, disc golf, and I of course love football and am an avid Bills fan. Most recently to note, Haley & I are planning for our upcoming wedding.
