Advisor profile


My approach

Making an Impact

I believe we can harness the power of capital and align our investments with our values to make a powerful impact on the world. Through sustainable, responsible and impact investing, we can pursue financial performance as well as positive environmental and social outcomes. Material environmental, social and governance factors help businesses mitigate risk and create opportunities to improve performance. Social and environmental enterprises solve urgent societal problems and create investment and economic opportunities. Responsible/Impact investing, when aligned with personal goal based financial planning, can bring about a sense of ease and optimism because we know we are actively attending to our own financial life while making a difference for society and the planet.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts, Villanova University
  • Master of Social Work, University of Pennsylvania
  • Master in Public Administration, Harvard University

Interests

  • One of my biggest passions is travelling-- I love experiencing different cultures and the natural beauty of each location I visit.
  • I am interested in preserving the planet for future generations and advocating for those in society who can't advocate for themselves.
  • I enjoy painting, yoga, all forms of the arts, biking, hiking and laughing with my family at our own dysfunction.

Community participation

  • I volunteer for Mansfield VOTES, a civic engagement initiative in my home town.
  • I am Associate Member of the Mansfield Democratic Town Committee.
  • I volunteer for New England Great Dog Rescue, an organization that rescues abandoned and homeless dogs and places them with their forever homes--the best job is fostering puppies!!