Wealth Management Specialist
After an eight year career in the banking industry, I found that there was more that I could offer to my clients. In 2016, after achieving another bachelor’s degree in Finance with a minor in Economics from the University of New Hampshire, I became a fully licensed Financial Advisor in NH, VT, ME, MA, RI, FL, and NY specializing in investing, college planning, retirement planning, and wealth management. Being able to guide a family or individual through life’s financial stages and help them pursue success and wealth has proven to be the most gratifying. There is a solution to most financial question and it is wonderful to be able to guide through this process.
I still work with horses and share a love for animals with my two daughters and husband. We stay active in our community and I am a member of the Concord Chamber of Commerce, Concord Young Professionals Network, and Lake Sunapee Young Professionals Network.