What is your professional background?
Prior to Congress Wealth Management in 2013, I was a Senior Client Associate at Daintree Advisors LLC. I began my career at Shepherd Kaplan LLC as an associate in the private client service group. Through the compilation of my experiences, I’ve been exposed to a vast range of clients and methods of managing relationships and wealth. The variety of advising styles I’ve seen and worked with has absolutely shaped the kind of advisor I’ve become, and enabled me to hone my skills and best practices.
What guides your financial principles?
Integrity and compassion. The only thing as personal as family is wealth. Entrusting an advisor to help manage their financial lives is a substantial decision, and one I don’t take lightly. I treat clients and their families with the kind of thought, care, and responsiveness that I would want and expect for my own family.
With regards to finances, what do you feel like is good advice to live by?
“A penny saved is a penny earned” mentality, in combination with investing thoughtfully and responsibly; the power of compounding is profound.
What brings you the most satisfaction professionally?
I derive the most pride as an advisor when I’ve built a level of trust with clients where they feel they can relax with the understanding that they have a team looking out for their best interests; there is usually a noticeable shift when this has been achieved, and it’s always fulfilling.
What is the best advice you’ve ever received?
Do your best, and the rest will follow.
When and where are you happiest?
On a walk in World’s End (Hingham) with my husband and dog, or playing golf with my family.
How do you spend your free time (hobbies, interests)?
Hiking, gardening, golfing, reading, and puzzles of any kind!