Through building relationships on trust and understanding, I work to help people coordinate and integrate all aspects of their personal, business, and economic lives. My patience, diligence and care foster long-term relationships with individuals, families and small businesses and are a hallmark of my approach as a Financial Advisor.
When I joined in 2013, I started to build my practice and my attention to detail and strong analytical skills caught the attention of Advisors within the firm. I initially teamed with several Advisors, learning the business from them as my leadership and efficiency started getting noticed by others. By creating strong partnerships with Advisors, my team maximizes client engagement throughout the financial planning process. We aim to have all clients feel empowered and confident in their decision-making. Through our team-based approach and specialized knowledge of cash flow, business processes and product design, we strive to create the optimal client experience.
Prior to joining The Bulfinch Group, I helped manage my family’s small business located in Haverhill, MA while earning my MBA from Boston University. Prior to this, I graduated from Franklin & Marshall College in Lancaster, PA with a strong interest in financial analysis, sustainability and community engagement. I'm an active member of Big Brothers Big Sisters and enjoy exercising, travel, spending time with family, following the New England Patriots and enjoying a great meal.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.