I love empowering people. My entire career has focused on advising clients with their personal financial planning needs. In September of 2016, I was thrilled to join Coastal as a Relationship Manager to assist advisors as they help individuals and families develop the confidence and discipline they need as they work toward financial independence.
Upon graduating from Bentley College in 1996 with a BS in Finance, I advanced my skills and expertise with roles at BNY/Mellon, Fidelity Investments, and Scudder Investments. I went on to spend a decade at Charles Schwab & Co., first as a Financial Advisor and ultimately as a Branch Manager, overseeing several of the most successful branches. The perspective I gained from running the day-to-day business while also nurturing client relationships was invaluable.
In my down time, I enjoy spending time on the beaches of the North Shore and golfing with my husband and two daughters. We recently expanded our family with the addition of Bailey, a Labradoodle pup.