I joined Coastal Capital Group, Inc., as a Relationship Coordinator in April of 2018. I became interested in personal financial planning after helping family members navigate the complexities of planning for their own retirement. The experience taught me how much I enjoyed helping people recognize the importance of planning in reaching future goals.
Prior to joining Coastal, I spent seven years at BNY Mellon working with non-profit institutions, universities, and high-net worth individuals. At BNY Mellon, I learned how to understand and address the financial needs that are most pertinent to clients, particularly families.
I received my M.B.A. from Northeastern University and graduated from Wheaton College with a B.S. in Economics. I enjoy reading on the beach and staying active through playing basketball, running and golfing.