MY BACKGROUND:
I retired from the Internal Revenue Service in December of 2021, after 37 years of service. I began my career at the IRS as a Revenue Agent performing corporate audits, and after 10 years specialized in employment taxes. Employment Tax covers all things FICA, FUTA, and income tax withholding. I retired as a Senior Employment Tax Policy Analyst. I have a BBA in Finance.
I began at what is now “Steadwise Wealth Advisors” in 2022 as a part-time administrative assistant. The move from Ameriprise was quite a heavy lift, so I became a full-time employee.
ABOUT ME:
I am the mother of 4 grown children, ages 22-38, who live all over New York. For that very reason, I am in the process of building a house upstate, so no one has to cross a bridge to visit me!