I have been helping clients navigate their financial lives for more than 20 years, including my time as a Wealth Management Advisor at DCU since 2006. My career began in banking, where I served as a branch manager and worked with Bank of Boston before transitioning into investments. Those early experiences shaped the way I work today—with a strong focus on partnership, education, and showing up for clients through every stage of their financial journey.
I earned my Bachelor of Science in Business Administration from Boston University and later completed Boston University’s Certificate in Financial Planning program. I am also a CFP® professional and CRPS® designee. My path to becoming a CFP® professional strengthened my passion for helping people feel informed, prepared, and confident about their financial futures.
One of the most rewarding parts of my work is helping clients build a roadmap for their goals. I enjoy getting to know each person, understanding what matters most to them, and watching their dreams grow and evolve over time. I also value educating clients so they can see retirement more clearly and feel comfortable sharing what they learn with their children, neighbors, and friends.
Outside of the office, I enjoy traveling and gardening. I am also passionate about giving back through nonprofit and volunteer work, including pro bono support for military families, volunteering at my church, and helping support educational and community initiatives.
Education
- Boston University - BS in Business Administration
- Boston University - Certificate in Financial Planning
There is no assurance that any investment strategy will be successful, and an investment could lose money.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Digital Federal Credit Union (DCU) is a division of First Technology Federal Credit Union. DCU, First Tech and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.