After graduating from Union College in 2007 with a BA in Political Science, I moved to New York City to launch my career in asset management. Over the next 8 years, I worked for JP Morgan and AllianceBernstein developing relationship management skills and helping Financial Advisors craft solutions for their clients utilizing my firm’s investment products. Through that work, I realized how much I enjoy developing personal relationships via financial consulting and guidance. After nearly 10 years working for large financial institutions in New York, I decided to move back to Boston and shift my focus towards helping individuals and families pursue their financial goals. A year later, I met Coastal Capital and have been enjoying my role as Relationship Manager ever since.
Aside from my job, I love adventuring with my husband, toddler son, and our Australian Shepherd. Whether strolling along city streets, hiking through the woods or skiing down mountains, we love to travel and be outside!