To play a role in the financial lives of families, executives, and businesses is something I value and protect as if those financial decisions were my own. Whether funding college education, implementing a long-term care strategy for aging parents, or planning for retirement in order to live one’s best retirement, it is my personal mission to work hard with integrity each day so that every client’s unique goals become reality.
Prior to joining Sequoia Financial Group, I worked for 8 years at Fidelity Investments in Boston, serving as Regional Vice President/Relationship Manager in my last role at the company. Upon leaving Fidelity to relocate to the NY area, I was fortunate to create a small business with my sister – a music- and humor-based Spanish program for children, operating in Boston, NY, and the Northern VA area. Discovering a love for educating young people, I taught Spanish for 3 years in private schools using our company’s curriculum.
Combining corporate, small business and educational experiences, I returned to financial services in 2015 as a Financial Advisor – helping clients through each life stage, a process that forges lifelong client relationships based on trust, professionalism and integrity.
I graduated from the University of Vermont where I studied Spanish and Economics. I hold FINRA Series 7, 65, 63 registrations, and am insurance-licensed in multiple states.
I strive to continuously educate myself and provide the best advice and planning possible for my clients. I recently earned the ChFC® designation, and continue to commit to educational and professional opportunities which can benefit my clients.
Outside of work, you will find me volunteering for many of my 3 boys’ athletic endeavors & activities, running with our excitable dog (Diesel), and enjoying family and friends in the community.
CA Insurance License #4019065