Katie, a Wealth Advisor and LPL Financial Planner, specializes in wealth management and retirement planning, working in Rochester, NY and Sarasota / Lakewood Ranch, FL area for Tompkins Wealth Advisors (formerly AM&M Financial). In these turbulent times and fast paced, technology driven environment, it is important to have a team who takes the time to understand your needs and communicates regularly with you as we work together to pursue your financial goals and increase your confidence in your financial future. We believe that an effective wealth management process goes much deeper than investments products, and requires a more modern, holistic approach. As a CFP® Practitioner, Katie