Kay helps individuals & families think differently about their wealth.
Kay is a rising professional who learned about the fearsome force that money can create for future generations in families at a young age. At 18, Kay uncovered a less-than-favorable family legacy when she went to apply for her first credit card (be sure to ask her the story). It was at that time that she switched her baccalaureate major from Psychology to Financial Planning. By age 23, Kay earned the CERTIFIED FINANCIAL PLANNERTM certification.
Since her 2014 entry into the industry, Kay has found her passion in helping clients think differently about their wealth – where it comes from, how to create sustainable growth, how to manage risk exposure, and how to cultivate fruitful community relationships over their lifetime. Her knack for making sure everyone in a room feels heard allows our clients to drive more meaningful, personalized conversations.
Kay holds both a Bachelor’s Degree in Financial Planning and Associates Degree in Accounting. Kay is a board member of both the Rochester Financial Planning Association and the Alfred State Financial Planning Program. She has been featured on multiple speaking panels and has presented on a variety of financial topics locally.
Kay lives in Rochester, New York. She is an avid beach volleyball player & adventurist. If she doesn’t have her feet buried in the sand you can be sure to find her at her local Crossfit gym, biking through the city, paddle-boarding on the water, or hiking around Upstate NY.