As an avid hiker, I find it to be daunting to stand at the bottom of a mountain, look up at to the top, and think about how I will get there. My strategy for hiking up to the top of a mountain is simple: take one step at a time. I work with my clients using that same strategy; together, taking one step at a time, we will achieve your financial goals.
Based on your personal obstacles, as well as your ideal destination, I work closely with you to generate a personalized financial roadmap. Utilizing an innovative organizational tool, The Living Balance Sheet® (LBS), you will be able to view your entire financial world in once place, allowing you to achieve financial balance, monitor your money and forecast solutions to any potential obstacles. It is my goal to help educate you so that you are able to make the best possible decisions for your personal situation. It is extremely satisfying when my clients are excited about their reorganized financial world, and willingly and enthusiastically carry it through.
I am passionate about giving back to my community. Over the years, I have supported a number of charitable organizations, including The Boys and Girls Club of Dedham, the Dedham Food Pantry and Meals on Wheels. I am also a board member of the Sustainability Committee of Dedham, and was a past president of the Neponset Valley Sunrise Rotary. I have accomplished two marathons, the Boston Peace Marathon and the Maine Casco Bay Marathon. I continue to enjoy running, and also play tennis at Dedham Health & Fitness, practice yoga, and am a frequent biker. I have also hiked Mt. Washington, and am a member of the Appalachian Mountain Club and the 4,000 Foot Club in New Hampshire. I am fortunate to have built a career that allows me to enjoy my passions while helping my clients enjoy theirs.
Registered Representative of Park Avenue Securities