Avid reader, sports enthusiast, passionate mother and autism advocate. Believer in living a fulfilled life.
As a Senior Advisor, Iris works with high-net-worth individuals and businesses. She specializes in financial and contingency planning.
Iris joined Strategic in 2002 as an Executive Assistant within the retirement plan division. Prior to joining Strategic, Iris worked for a regional bank where she worked in insurance planning and consumer banking. As her role was to provide support to the firm’s management team and corporate clients, she also utilized her background and experience to contribute significantly to the firm’s insurance operations.
With her long term career aspirations focused on a larger role within the company, Iris completed her advanced degrees while continuing to support her colleagues and clients. As her position evolved, she developed into a relationship manager and was promoted to Director in 2009. She now manages all of the firm’s insurance operations while also servicing clients on their investment and financial planning needs.
- Certified Long-Term Care Planner
- MBA, Accounting and Finance, SUNYIT
- BBA, Finance, SUNYIT
- New York State life, accident and health insurance agent
- Series 7, 63 and 65 securities licenses
- Development Advisory Board, The Masonic Care Community
- Board of Directors, The Kelberman Center, Inc.
- Board of Directors, Rome Chamber of Commerce
- Board of Trustees, SUNY Polytechnic Institute
Areas of Specialty
Client Relationship Management
Financial & Estate Planning
Small Business Planning & Consulting
Beneath the Surface
Claim to Fame
Never misses delivering her holiday cards by December 1st.
Spending time with her family, reading, gardening, sports, and all things Utica Comets!
Wife to Ted. Mother to Elizabeth, Jillian and William
We need to be the change we wish to see in the world.Mahatma Gandhi