My diligence and commitment help foster long-term relationships with individuals, families and small businesses and are a hallmark of my approach as a Wealth Management Advisor. These relationships are built on trust, understanding, and a co-created financial plan. I help individuals coordinate and integrate all aspects of their personal, business, and economic lives.
I help clients gain awareness, clarity, and confidence, helping them move towards a state of financial freedom. Starting with asset protection, I then implement unique cash flow strategies to maximize passive income, tax efficiency, and legacy planning.
Since joining The Bulfinch Group in 2013, my focus, attention to detail, and strong analytical skills have helped many clients understand their current financial position, identify goals and priorities, and create action steps to achieve those goals.
Before 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 am an active member of Big Brothers Big Sisters and enjoy exercising, traveling, eating a great meal, and spending time with my family.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0I85624; FL Insurance License #W188535.