I graduated from Susquehanna University in Pennsylvania and have spent the past 20 years working in the financial industry. Before that, I worked at Arnold Worldwide, but I've always been drawn to work that combines two things I enjoy: math and interacting with people. Financial services turned out to be exactly that combination.
My role as Administrative Assistant means I'm often your first point of contact when you reach out to our practice. I handle client service, coordinate the financial planning process, manage required minimum distributions, and oversee the processing and onboarding of insurance cases. If you need to schedule an annual review meeting or have a service request, I'm the person who makes sure it gets handled. I also manage Mike's calendar and work to keep everything running smoothly for both our clients and our team.
What I enjoy most about this work is helping clients accomplish their goals. Problem-solving is something I've always liked, and this role gives me plenty of opportunities to figure things out and find solutions. I use organization and Excel on a daily basis, which suits me well. When I talk with clients, I find myself genuinely interested in learning more about them, whether that's their profession, their hobbies, or where they live. Those conversations make the work more meaningful.
I live in North Reading, Massachusetts, with my husband Greg and our two teenage sons, Glenn and Calvin. Much of my free time revolves around watching my sons' baseball games and staying involved with the booster clubs for their sports teams. We also spend time on Cape Cod whenever we can and enjoy traveling together as a family.