Since I entered the financial services world in 1995, I have been intrigued with the nuances of the investment world. Having started my career as a phone representative for Fidelity Investments, my interest developed into a quest for answers, how do people build and protect their wealth? How does one, calculate and invest the funds over the course of a 40 year career, that are sufficient to last a 30+ year retirement?
While a Regional Vice President at Evergreen Investments and Dreyfus Funds, I pursued the additional education of my Certified Financial Planner TM
certification and then again, additional training with the Accredited Domestic Partner Advisor SM credential my first couple years at Morgan Stanley. This past December 2014 I completed and received the Retirement Income Certified Professional Designation® from the American College.
These credentials afford me the enhanced education and real-world application of customized financial planning strategies. The Retirement Income Certified Professional Designation ® pushed me further, to understand and know how help navigate the current dilemmas facing the current and future retirees. Issues such as, Maximizing Social Security Income, Medicare and Medicare Supplement information, Long Term Care, Aging in Place, Benefits for Civilian and Military personnel, were addressed in tremendous detail.
My practice is focused on understanding the needs, fears, and goals of clients I work with and how to help navigate solutions.
I offer comprehensive wealth management solutions to individual clients, families, business owners and non-profit organizations primarily in New England, but throughout the U.S. as well. I approach each client with an open-mind, and blank canvas from which we customize your financial strategy based on the unique needs and goals that you have in mind.
I am a 2015 Five Star Wealth Manager Award Winner, as published in Boston Magazine February 2015.
I am a graduate of Boston College, an active member of The Financial Planning Association, Ellevate Inc., The Boston Estate Planning Council, The Council for Women of Boston College, and The Governor’s Council at The Governor’s Academy. When I’m away from my office I enjoy playing golf, and experimenting in the kitchen when I can.