What is your professional background?
As a Financial Advisor at Congress Wealth Management for the last ten years, I serve as the primary contact for individual clients and their families, providing comprehensive, holistic wealth management services and financial planning. Prior to joining Congress Wealth, I served as an Account Executive with Fidelity Investments Personal Investing Group where I was responsible for developing and maintaining over three hundred client relationships. I am a Certified Financial Planner®. I graduated Magna Cum Laude from Saint Anselm College, receiving a Bachelor of Arts with a concentration in Business.
What guides your financial principles?
Ethics and trust.
With regards to finances, what do you feel like is good advice to live by?
Live within your means and start saving for long term goals early.
What brings you the most satisfaction professionally?
Creating a long-term plan for a client and taking an active role in ensuring they accomplish their financial goals.
What is the best advice you’ve ever received?
The best way to build a lasting and successful career is to never stop learning and not to skip any steps along the way.
When and where are you happiest?
I am happiest on vacation with my husband and two sons at the beach.
How do you spend your free time (hobbies, interests)?
I am an accomplished singer who has enjoyed performing musical theatre in and around the Boston area for almost twenty years.