Advisor profile


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7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BSBA, Nichols College, 2013
  • MBA, Nichols College, 2016

Community participation

  • Worcester County Food Bank- volunteering and hosting a food drive during the holiday season.
  • Habitat for Humanity- assisted in renovating a home for 5 families
  • Dana Farber- raising money and running the Falmouth Road Race in August 2018
  • UMASS Cancer Walk- in 2018 our office began an annual commitment to walk and support UMASS in their fight against cancer.
  • Lustgarten Foundation's local walk to fight Pancreatic Cancer.

Interests

My family and friends hold a very special place in my heart.

Being a Mom is my favorite job!

I live happily with my husband, Nathan, daughter, Dakota and 2 cats, Cali and Cora.

I love visiting any big city, but prefer living in a small town close to family.

We own a camper and can be frequently found in Maine or New Hampshire for holiday weekends.

I love to entertain, especially with good wine and good food.

I love to relax at the end of the day with a cup of tea and a great Netflix series.