I have worked in financial services for over 25 years. Having been an advisor at Barker Financial Group previously, I rejoined the firm in 2019. In the interim, I was a Vice President in the Wealth Manager Services division at State Street Corporation, working with institutional money managers. While I gained valuable experience working for a large company, I have found that I prefer the small firm atmosphere and the individual relationships I am able to build with my clients.
I focus my work on helping other women – listening to their life stories, customizing financial plans, and building portfolios that help them reach their financial goals. Women’s financial circumstances can be impacted by many factors. They may outlive their spouse. They may have lower lifetime income due to spending time out of the workforce caring for children or aging family members. They may be impacted by divorce. Without proper planning, any of these life events can have a significant impact on savings and retirement lifestyle.
Over the course of my career, I have been incredibly fortunate to meet countless women who are making a difference every day in their personal and professional lives. Knowing I can make a difference for women by helping them plan for all of life’s stages and stay on track to meet their financial goals is what inspires me to do what I do.
I hold both a Master’s Degree in Business Administration and a Bachelor’s Degree in Management from Bentley University. Outside the office, I enjoy cheering on my sons’ sports teams, reading, and being active in the community, including serving on the board of the school PTO.
Do you want to feel confident about your financial choices? I can help you set financial goals and make a plan to meet them.
Visit our Contact page or click the button above to schedule a complimentary Get To Know Us meeting.
I look forward to hearing your story.