What is your professional background?
I have been a member of the Congress Wealth Team for almost nine years, supporting our high net-worth client relationships and helping individuals/families achieve their financial goals. Prior to joining the firm, I worked as a senior member of the Private Client Service team at Shepherd Kaplan, LLC.
What guides your financial principles?
Making progress, consistently, for a long time is a proven way to achieve any goal you have.
With regards to finances, what do you feel like is good advice to live by?
Work hard, save, and invest, but don’t forget to have fun!
What brings you the most satisfaction professionally?
Seeing my clients happy, healthy, and enjoying life with peace of mind about their financial positioning.
What is the best advice you’ve ever received?
You don’t need a reason to help people (Thanks Mom!).
What is your favorite movie / book / album / TV show and why?
The Four Agreements: A Practical Guide to Personal Freedom by Don Miguel Ruiz. Powerful and life-changing.
How do you spend your free time (hobbies, interests)?
I like to stay active and enjoy being outside, whether it be the beach or in the White Mountains (NH) where I grew up.