Helping Professionals, Families and Businesses Achieve Financial Clarity to Create a Fulfilling Future
A recent college graduate, I joined The Bulfinch Group in June 2021. As a four-year student-athlete at Bentley University, the hard work required to play Division 2 varsity lacrosse and maintain my academic excellence provided a good foundation for my future. The knowledge and tools I gained during those 4 years have paved the way to helping build my own business centered on my passion for interacting and helping people with meaningful financial guidance. I have a strong goal of leading people in the direction of their goals. The Bulfinch Group compliments my business because of the holistic strategies and allowing flexibility to help my clients with everything financially. By working with me, my goal is to provide enhanced financial confidence that is customized to your world and the things you want out of life.
From a young age, I gained a unique perspective by witnessing first-hand how important good financial decisions can be — my father built a successful carpentry business in Waltham, MA and luckily had the proper financial strategy in place which allowed him to spend time with the family as opposed to always worrying about the financial protection of his business.
A Waltham, MA native, I am still active in my community, coaching youth lacrosse and hockey. In addition, I like to spend my downtime cheering on my favorite Boston sports teams, playing golf with family and friends, and even picking up my guitar.
I earned my Bachelor of Science (B.S.) in Finance from Bentley University. During my tenure, I participated on the student athlete advisory committee and the Bentley Investment Group.
Financial Representative of Guardian. CA Insurance license #4168696.