I began my adventure with financial planning in college, when I couldn’t decide on what subject I wanted to choose for my major. I had started in psychology and then moved to an undeclared. At the last minute it clicked in my mind that I loved working with and helping people and I also loved problem solving and was inherently good with numbers (thanks Dad!). Financial advising popped out as the most logical career choice to make and I finished with a Bachelor’s in 2012 focused in Finance with a minor in psychology. After many years of working many different jobs, in 2016 I joined Waddell & Reed. I had a chance to interact with all of the advisors at Waddell & Reed but was driven to work more closely with Brea as she had developed a practice I admired. In 2017 I officially became part of Brea's team. I enjoy working closely with Brea establishing financial plans, helping with servicing needs and developing a strong platform for our clients. Professionally I hold the Series 7 and 66 securities registrations through LPL Financial and serve clients in numerous states.
I was born and raised in Rhode Island but am a citizen of the world at heart. I’m always itching for a new adventure and to visit a new place, the most common questions friends and acquaintances ask me is “where are you off to next?” I love being outside and all activities that include being outside! When I’m not working you’ll more than likely find me at the beach, on a hiking trail with my dog Charlie or trying another outdoor sport. Otherwise I’m probably brewing up a cup of coffee (which I can and will enjoy at any time of the day!) or experimenting with my food, as I am a self-proclaimed (but actual) health nut. I am an avid reader, I enjoy all of the sweets, I’m a part time photographer (for fun!) and I am an obnoxious New England sports fan (Go Sox & Pats!).