If you know me, you know I am passionate about what I do and strive for excellence. As a four-year student-athlete at Bentley University, the hard work required to play Division 2 varsity lacrosse and maintain my academic excellence provided a good foundation for my future. The knowledge and tools I gained during those years, combined with my passion for personal finance has put me in a position to serve families in a powerful way.
A recent college graduate, I joined The Bulfinch Group in June 2021. The Profectus Financial Partners (PFP) team at The Bulfinch Group asked me to join with them in the spring of 2022. The PFP team compliments my skills and capabilities with their experience, their holistic strategies, and tireless desire to help my clients obtain financial profectus - which is a Latin word for both success and growth. To our team, we have profectus when you have confidence in the financial path your family is on.
From a young age, I gained a unique perspective by witnessing first-hand how important good financial decisions can be — my father built a successful carpentry business in Waltham, MA and fortunately had the proper financial strategy in place, which allowed him to spend time with the family as opposed to always worrying about the financial protection of his business.
A Waltham, MA native, I am still active in my community, coaching youth lacrosse and hockey. In addition, I like to spend my downtime cheering on my favorite Boston sports teams, playing golf with family and friends, and even picking up my guitar.
I earned my Bachelor of Science (B.S.) in Finance from Bentley University. During my tenure, I participated on the student athlete advisory committee and the Bentley Investment Group.
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Financial Representative of Guardian. CA Insurance License Number - 4168696.