Collaborative Law Association of the Rochester Area Inc.
Lumina Partners, LLC
Rochester, New York 14620
Member since 2015
Membership Type: IACP
Profession(s): Financial Professional
I have been honored to provide financial services to clients of collaborative law professionals and mediators for more than five years. My colleagues and my clients find me to be knowledgeable, approachable and respectful in dealing with the often complex financial aspects of marital dissolutions.
Area(s) of Practice: Marital asset valuations (defined benefit pensions, defined contribution plan separate property tracing, business interest valuations); QDRO preparation; Memorandum of Understanding financial review
License(s): CFA Charterholder, CFA Institute
Professional Activities: New York State Council on Divorce Mediation Director and Treasurer
Rochester Association of Family Mediators member
Collaborative Law Association of the Rochester Area member
Bucknell University, BA Psychology
Mason School of Business of the College of William and Mary, MBA Finance