Kay is a pioneering millennial who learned quickly in life about the fearsome force that money can create for families ambitious about creating and preserving meaningful legacies. At 18, Kay unburied 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 CFP® certification. Kay is the youngest of three siblings, and proudly touts herself at the “financial guru” and “dilemma doctor” of the family.
Kay has nearly 10 years of experience studying and being a part of the Financial Services industry. She holds 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.
Kay grew up in the equine arena. In her teenage and college years, she worked closely with Secondchance Thoroughbreds training retiring or unwanted racehorses into companions, lesson horses and competition athletes.
Kay is an avid beach volleyball player & workout addict. If she doesn't have her buried feet in the sand, you can be sure to find her at her local Crossfit gym.
Kay is the "Rochester Guru" of our team. She's passionate about exploring every nook and cranny of our city. A big-time supporter of local business, Kay can be found riding her bike around the city, kayaking the canal, checking out the newest eats, and exploring hidden gems with friends around the area.
Kay & Her Sister, Liz
Bucketlist Trip to Seattle
Kay & her Brothers and Sister