As a partner and advisor, my top priorities are my client’s success and the long-term vitality of the firm. Advisors aren’t engaged casually, and I want every client to feel understood, supported, and confident in what’s ahead.
My path into financial services started at State Street Bank, where I worked in operations and fund accounting early in my career. I later earned my MBA in Entrepreneurial Studies, which has been especially valuable when working with business owners and founders.
My family has been involved in real estate investing and management for more than forty years, so thinking across different asset classes has always been natural for me. It shapes how I approach planning today, blending business insight, data, and public markets knowledge to create well-rounded strategies that put our clients and their needs first.
I live in Peabody, Ma, and I’m close with my two sisters and their families. I really enjoy sports, and still play soccer, golf, basketball, and softball. Outside of those hobbies, I enjoy volunteering with the Boys and Girls Club of Boston and Habitat for Humanity.
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