Business Description
It is said that money can't buy happiness, but no one wants to worry about having enough money, especially when it comes to big life events like retirement, education or the unexpected. Providing my clients with financial peace of mind is the foundation of my business.
Through our proven process, I work to understand what is important to you today, and where you want to be tomorrow. I am your partner along the journey of getting from here to there. My intention is that you feel understood, informed and secure as you build your future.
Many years ago, I began my career as an architect. I love the idea of seeing a thought go from an idea to a completed project that meets the hopes and dreams of a client. While my career path may have changed, the passion I have for seeing a plan fulfill the needs of those I serve has not. Our Edward Jones teams is focused on building strategies to help our clients achieve their goals.
Making a shift in my career is not something I took lightly. But I realized that there are a lot of families out there like mine. Focused on the day to day, getting kids to practice, cheering from the sidelines, caring for loved ones and making sure careers are on track. At the end of the day, there isn't time or energy to think about the financial future we hope to have. That is where my Edward Jones team comes in.
If you have the any doubt that you might not make it to where you hope to be financially, I would love to schedule a complementary consultation to see if working together would be the right fit to help you feel secure about your financial future.
A little more about me.
I grew up on the South Shore and have always called it my home. I love a good barroom style pizza and putting my feet in the ice-cold water of the ocean. My husband and I spend most evenings and weekends watching our two kids play sports and dance, and we wouldn't have it any other way. If I am not driving to and from practices, rehearsals, games or shows, you can find me with a good book or some knitting needles. On a warm day, I will be on the beach, and on a cool day, I will be next to the fire.
