What is your professional background?
Prior to joining Congress, I started my career as a Financial Representative at Fidelity Investments in the Boston Back Bay Investor Center. I graduated from Fairfield University in 2019.
What guides your financial principles?
I believe in setting goals early on and sticking to them. Clearly communicating throughout the investing process contributes to confidence and clarity.
With regards to finances, what do you feel like is good advice to live by?
Financial freedom is something to strive for and making it a mission to start the process of saving and investing early on is always a good idea. You will almost never look back and wish that you started planning for the future later, it adds up.
What brings you the most satisfaction professionally?
Being a great teammate and feeling as though I am a colleague anyone can be confident going to for assistance.
What is the best advice you’ve ever received?
The past is behind you, learn from it.
What is your motto or mantra?
“Be somebody who makes everybody feel like a somebody” – Brad Montague
When and where are you happiest?
The ocean is my happy place, I love waking up early taking a walk along the water in the North End, or along Minot Beach back home to clear my mind to reset. I am always trying new restaurants, spending time with family and friends, listening to podcasts, and most importantly petting any and every dog I pass, with permission of course.