Education

• BA History from Christendom College–Graduated Summa Cum Laude
• Presidential Merit Award Scholarship

Credentials and Licenses

• Series 7, 66, 63
• Life, Accident, and Health Licenses
• Providing financial guidance for over 5 yrs

Community Involvement

• Volunteer Ski Program Coordinator, Lionheart Classical Academy
• Volunteer Advisory Board Member, Monadnock Music

Philosophy

“There is no one-size-fits-all when it comes to financial planning–It all starts with a relationship, and a holistic understanding of each client’s unique situation.”

Personal

I love hiking, traveling, snowboarding, trying to keep plants alive, and cheering on my 2 kids at their sporting events. I enjoy spending time with family, playing board games, hanging at the lake, and going on camping trips, and I can’t seem to stop fixing up distressed homes.

Special Expertise

• Financial Planning
• Retirement Planning
• Investment Management
• Insurance
• College Planning