I joined Boston Wealth Strategies in 2024 as a Client Service Associate. Before my time at Boston Wealth, I was a Financial Service Representative at TD Bank for three years. I am passionate about serving our clients in a professional manner and helping them with any finance related questions they need guidance with. I assist our clients and advisors with day-to-day service needs and help our advisors plan and prepare for their meetings.
I reside in Methuen, MA. I love traveling to new places, going to any New England sporting event, especially Fenway, and finding new music to listen to. I also enjoy camping, hiking, hanging out with friends and family, weightlifting, and binge watching my favorite shows.
Education
- University of Massachusetts, Lowell – B.A. in Finance
My dream travel destination is…
Santorini, Greece
My favorite sports team is…
the Boston Red Sox