What is your professional background?
I began working at Congress Wealth Management after receiving my degree from Merrimack College and have been with the firm for over seven years.
What guides your financial principles?
Making thoughtful decisions.
With regards to finances, what do you feel like is good advice to live by?
Spend less than you earn.
What brings you the most satisfaction professionally?
Helping clients reach their financial goals.
What is the best advice you’ve ever received?
Be present in the current moment.
When and where are you happiest?
On a beach at sunset.
How do you spend your free time (hobbies, interests)?
Traveling, practicing yoga, and spending time with family and friends.