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About Me,
I am a certified Professional Daily Money Manager (PDMM) - the only PDMM in the entire upstate New York region. I am a licensed CPA in New York State in good standing and a Certified Senior Advisor (CSA). I received my MBA from the William E. Simon Graduate School of Business Administration and spent many years building expertise in both the accounting and financial fields. I have both corporate and public accounting experience and have acquired the critical skills and experience needed to expertly take care of your daily money management needs. I am a member of the following organizations:
* American Association of Daily Money Managers
* Greater Rochester Area Partnership for the Elderly (G.R.A.P.E.) - Board Treasurer
* Society of Certified Senior Advisors (SCSA)
* American Institute of Certified Public Accountants
* New York State Society of CPA's
* Greater Rochester Chapter of the National Association of Women Business Owners - Board Treasurer
* Canandaigua Chamber of Commerce
* Professional Women of the Finger Lakes (a local chapter of NYS Women, Inc.)
