Position:
Financial Transitions Planning - advanced advisor at Waterstone, Sudden Money advisor at Sudden Money Institue, Financial Advisor at Waterstone Partners Roth, DeJohn and Associates
Work:
Waterstone
- Rochester, NY since Aug 2011
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Financial Transitions Planning - advanced advisor
Sudden Money Institue
since 2010
-
Sudden Money advisor
Waterstone Partners Roth, DeJohn and Associates
since Sep 2009
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Financial Advisor
Legacy Women Institute Intl
2011 - 2013
-
Avid participant
SageRutty & Co
Jun 1987 - Jun 2003
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Financial Advisor
PaineWebber
Jan 1980 - Jun 1987
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Financial Advisor
Education:
Sudden Money Institute 2010 - 2019
Mastery Level, Financial Transitions Planning
Kinder Institute 2003 - 2005
University of Michigan
BS ed, Special Education
University of Rochester
Masters, Learning Disorders
Interests:
The workings of the world: We are in historic transition. Watch with wonder; The investment world is ratcheting to the next level...fresh thinking abounds!
Be healthy. Everyday is an adventure.
A new focus on cycling.."Tour the Five Boroughs" in May 2010; cool travel planned...something interesting each month....ain't life grand!