Helping families & businesses grow in their financial confidence, one step forward at a time.
I joined The Bulfinch Group in August 2022 with a desire to build lifelong, growing relationships with people from many different walks of life. I knew that I wanted a career where I could connect with all kinds of people and make a difference in their financial world. I also gravitated towards The Bulfinch Group because many of my own core values were aligned with the firm’s. I am incredibly excited for the opportunity to impact lives and help people gain financial confidence and clarity!
My mission as a financial representative is to provide an extensive financial education to families and individuals, while also providing the sense of financial freedom that I grew up with and became accustomed to. I strive to bring a strong sense of community with me when working with my clients, in hopes of creating deep, meaningful and lasting relationships.
On a more personal level, I was born and raised in Worcester, MA. My life centers around my family and my faith. Currently, I attend and play the acoustic guitar at Liberty Church in Shrewsbury, MA. Through the church, I'm involved as a Creative Director in Royal Family Kids’ Camp, a worldwide network of camps, children’s clubs, and child mentoring programs for abused, abandoned, and neglected children in the foster care system. On top of that, I enjoy serving in Liberty's youth ministry, StudentLife. When I am not serving my community, you'll either find me out and about in downtown Worcester with my fiancé Laura, or in my home music studio, writing & recording music, playing my guitar, or spinning one of my favorite records — my current favorite album is 'Disintegration' by The Cure.
I attended Southeastern University in Lakeland, FL where I studied Ministerial Leadership. I also speak fluent Portuguese, thanks to Laura, who lived in Brazil for a number of years before we met. One of my dreams is to go and visit Brazil with her soon.
Financial Representative of Guardian.