I am a financial planning assistant and at Wealth-Legacy, Inc. I provide direct support to Christa Coates and ensure that all office operations run smoothly.  It is a true stroke of serendipity that the branch office just happens to be located in the previous home of my late grandmother.

I began my college career by attending RPI for Computer Engineering with a full scholarship. Even though my focus had been with computer science, I discovered quickly that my passions drew me towards a career in business, and I transferred to pursue a business administration degree at SUNY Plattsburgh. I am currently finishing my degree and will soon graduate with a bachelors.

My work with Christa began in May of 2024 after an introduction at my mother’s dance school, Madeline’s Dance Center where Christa is a teacher. Since then, I have had the wonderful opportunity to work with her in my grandmother’s old house. I plan on working to get my series 7 and become a financial planner.

Outside of work, my interests lie in powerlifting and playing the piano. For a short time, I taught lessons at a music school and gave private lessons. I have an extensive background in performing arts where I danced from the age I could walk.