I help families and professionals gain confidence, clarity and security about their financial futures.
My team and I educate individuals and families on organizing, protecting and saving their money so they can enjoy their desired lifestyle now and in the future. The foundation of my practice is inspired by the famous words of Benjamin Franklin, “failing to plan is planning to fail.” I strongly believe that this applies to all aspects of life, and it is my mission to help others put the right plans in place.
Together, my team and I are able to help our clients with any of the following:
- Wealth building
- Creating cash recovery strategies
- Maximizing retirement income
- Asset and income protection
- Income & Estate Tax Strategies
- Estate and charitable planning
My professional experience began as an intern at The Bulfinch Group, followed by a full-time job at Frito Lay upon graduating from Loyola University. As Frito Lay’s district sales manager, I led teams and groups on executing customized strategic initiatives to retailers, specific to their needs; and also formulated strategies and priorities that led the Boston Zone to increase their bottom line.
Born and raised in Needham, MA, I currently reside in the next town over, Newton, MA. Outside of work, I am passionate about golf, fitness, spending time with family and friends, and involving myself with the Alzeimers Association. During my time at Loyola, I played for and was captain of their Division 1 golf team, and currently enjoy teaching others how to play the most frustrating, rewarding and addictive sport in the world.
If you want to get together to chat about what drives you, how to improve your golf game, planning for your family or financial clarity, give me a call/text or email.
Financial Representative of Guardian.