Elise is Client Services Director and Co-owner. She joined the firm’s planning and investment management team in January 2012. She graduated with Summa Cum Laude Latin Honors from the State University of New York at Fredonia in December 2011 with a double major in finance and economics.
Elise creates financial plans, retirement projections, and investment strategies for her clients and also supervises the firm’s team of financial planning associates. She chairs the company’s financial planning committee.
She is a member of the Financial Planning Association of WNY, as well as a former member of their board of directors, and is also a member of the Financial Planning Counselors of WNY. Elise also serves on the board of the Junior League of Buffalo. She is a past participant in the University at Buffalo School of Management Emerging Women’s Leadership Group, a past member of Buffalo Niagara 360 and a member of the Accounting and Financial Women’s Association.
Elise has recently completed the University at Buffalo Center for Entrepreneurial Leadership – Key Persons Leadership Development Program.
When Elise is not helping her clients she enjoys spending time with her husband and daughter.
