I have been proud to call the New Hampshire Seacoast home for just about my entire life. Having lived in Hampton, New Hampshire since I was two years old, I understand first-hand what it means to be a part of the community. One of my favorite parts about living and working as a financial planner on the Seacoast, is the ability to connect with so many clients out of the office, in addition to being able to welcome friends and neighbors into my practice.
In the office, I am a passionate and dedicated financial coach, working tirelessly to assist my clients in navigating their journey to their personal financial success. My team and I pride ourselves on our dedication to creating financial plans and finding strategies that are customized to suit each client's unique, personal financial goals.
As a true New Englander, I thoroughly enjoy all four seasons - filling the winters with snowshoeing, cross-country and downhill skiing, and the summers with paddle boarding, kayaking, hiking, and plenty of beach days. In between, I count myself as an aspiring yogi, and a committed dog-walker to our adorable Aussie, Duke.
I earned my undergraduate degree in Business Administration and Management at the University of Arizona (Go Wildcats!), and later went on to earn a Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, Pennsylvania. I am also an Accredited Investment Fiduciary.
Additionally, I work closely with NEA-NH (National Educators Association- New Hampshire) and New Hampshire school districts. I am highly knowledgeable in matters of New Hampshire State Retirement and retirement planning for teachers.