I am a Wealth Adviser at Fairport Wealth. With 30 years of experience I offer individuals and their families comprehensive wealth advisory services. I am passionate about educating and advocating for women, particularly when they are experiencing significant life transitions. Prior to joining Fairport I spent many years in the personal trust business as a founder of McDonald Trust Company. In this role I learned the importance of listening more than talking and how emotions impact financial decisions.I specialize in these areas:•Wealth Management•Financial Planning•Investments•Charitable Gift Planning•Retirement Planning•Estate Planning•Generational PlanningWith roots dating back to 1963, Fairport Wealth is a team of advisors that INSPIRES FAMILIES by providing comprehensive wealth management solutions. Our team of credentialed professionals have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our professional, yet approachable style. More information at www.FairportWealth.com. Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. I help women of wealth achieve their financial objectives, with the understanding that women are unique, deserve intelligent guidance and demand excellent service. More information at www.LumaWealth.com.Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.
Listed skills include Wealth Management, Charitable Gift Planning, Multi Generational Wealth Transfer, and Investments.
