Legend Group, The

Guidance through all the major financial milestones life brings you.
I help you navigate the complexities of investing and opportunities to help achieve your goals.

I specialize in helping educators and school administrators with their unique retirement plan options, and how they can all work together. I work with Teachers & Staff in all public school districts in & around Rochester to advise on the NYS Teachers Retirement System (Pension Plan), help maximize social security, and utilize 403(b)/457 plans to help save for the future.

My mission is to build relationships rich in integrity, professional knowledge, and personalized, attentive service which exceeds your expectations. This means you have a financial advisor who is dedicated to helping you through job changes, marriage, births, and through challenging times of loss and hardships.

In order for you to feel confident in your financial strategies and empowered to make decisions, accessibility is key. I am committed to provide:

ONGOING guidance
CLEAR communication
PERSONALIZED service

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com
The Lincoln Investment Companies nor any of its representatives is affiliated with the NYS Teacher's Retirement System (NYSTRS), and NYSTRS does not sponsor, authorize or endorse the retirement education services described in this or other communications of the Lincoln Investment Companies

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com