Helping to build and preserve wealth
After nearly eight years working for a boutique mutual fund institution, I began to think about using my experience in the financial services world to take my career in a slightly different direction — I wanted the ability to impact others, face-to-face, by developing deeper relationships on the side of investments. I joined The Bulfinch Group in 2020 as a Financial Representative. If there is a way that your financial well-being can be enhanced, simplified, or better organized, my goal is to provide the services that will help to deliver those improvements.
With a passion for helping others, my mission is to consult with individuals, professionals and small business owners to discover their financial needs and implement plans with appropriate flexibility and protection. Determined to help those that need financial guidance early in their lives, I remain focused on informing and teaching individuals as they embark on their own financial journeys.
Although born and raised in Wellesley, MA, I currently reside in South Boston and love what Boston has to offer, earning a Bachelor of Arts (B.A.) degree in Finance from Boston College. While an Eagle, I played Men’s Club lacrosse all four years and always managed to keep a golf club within reach. Competitive sports are never too far from my world – I follow the New England Patriots and Boston Bruins religiously and when I am not working, you will find me on the golf course or ski mountain whenever possible. I also spent 3 summers on Nantucket, where I gained a deep-seeded love for fishing and the ocean.
Financial Representative of Guardian.