From a young age, I’ve been passionate about finance and financial literacy—something my dad nurtured by encouraging me to read, learn, and explore the world of financial well-being. That passion led me to earn a B.S. in Business Administration with a concentration in Finance and Management from Merrimack College. Now, as I work toward obtaining my licensing to become a financial advisor, I help Sheila, Beth, and Evan with their administrative work, so they have more time and energy to focus on their clients.
Before joining Port Wealth Management, I explored opportunities with larger financial firms but found their approach didn’t align with my values. After taking time to travel the U.S. in my converted Ford Transit van with my dog—and even running a marathon in Amsterdam—I returned home and had an interview with Sheila and Beth. Their holistic, client-centered approach to financial planning immediately resonated with me, and I knew I had found my place.
Beyond my work, I’m deeply committed to empowering others through financial literacy. I volunteer with a nonprofit that educates and supports women facing difficult circumstances, helping them gain financial independence. In my free time, you’ll find me traveling, hiking, camping, or training for my next marathon—embracing every adventure that comes my way.