I joined Boston Wealth Strategies in 2024 as a Corporate Services Relationship Manager. Before my time at Boston Wealth, I was a Retirement Solutions Specialist at Commonwealth Financial Network where I provided indispensable service to financial advisors in the Retirement Plan industry. After four years in this role, I wanted to be one step closer to the individuals providing retirement plans to their employees and the individual participants in these retirement plans. I am motivated to learn more about the ever-changing needs both employers and employees have when it comes to the opportunities that retirement plan participation brings to both groups.
I live in the South End in Boston, MA. I love trying new restaurants in my neighborhood, hiking and camping in the White Mountains, and skiing with family and friends. I also enjoy seeing live music, going to trivia nights at local pubs, and spending time on the Cape with my family.
Education
- St. Anselm College – B.A. in History and Economics
Professional Designation, Certifications, Registrations, and Licenses
- Certified Plan Fiduciary Advisor
- FINRA Series 7 securities registration
- FINRA Series 66 securities registration
Professional Memberships
- National Association of Plan Advisors (NAPA)
Something people don’t know…
I was the captain of my college’s Women’s Rugby team and enjoy watching rugby games on TV.
A bucket list item for me is…
to ski Tuckerman’s Ravine on Mt. Washington!