LPL Registered Representative
- Family owned businesses
- Small businesses
- BA – Suffolk University’s Sawyer School of Business – Magna Cum Laude
I attended Suffolk University’s Sawyer School of Business and graduated Magna Cum Laude in 2011. Inspired by my father, I entered this business knowing that I can positively impact the lives in my community. When it comes to financial services, I believe everyone deserves to work with someone they trust.
It is my mission to build relationships with my clients, knowing that I truly have their best interests at heart. I can help protect my clients so that if/when an obstacle does arise, their lifestyle does not change. Working closely with each client, I aim to create a customized financial strategy that fits their specific needs, providing them with comfort in knowing that the things that matter most to them will be protected, no matter what life may throw at them.
I specialize in coaching and educating my clients on their financial options, so that they can save and manage their money. I utilize a unique approach to developing comprehensive strategies to protect, grow and preserve what matters most to each of my clients.
My aspiration to help others extends into my personal life. I frequently work with nonprofits, including volunteering at the Million Dollar Round Table Foundation, and being Vice President on the Board of Directors at The Alex’s Team Foundation.
Living on the North Shore of Massachusetts has made me a lover of the outdoors; I can often be found on the slopes of the White Mountains or sailing. Travelling, running Spartan Sprints at Fenway, and supporting local sports teams are things I also enjoy.