Our Team

"If it's worth doing, it's worth doing well"

"You come much closer to meeting your goals when you set the goals in the first place"

"Pay yourself first, and save more than your highest bill per month."

Growing up in a conservative, middle-class family, I heard many of these quotes from my parents during conversations at Sunday dinners. I didn't realize (at the time) that these were great concepts to live by. I wish I could say I realized right away what some of these quotes actually meant, but it wasn't until I had a family of my own that I understood. One day, as I repositioned money in my savings account to cover my automatic investment plans, it suddenly occurred to me that I was paying myself first-and saving more than I paid out in my highest bills! So guess what I find myself telling my kids? That's right, I may have turned into my parents.

Not only have I instilled a goal-setting tradition on my family of four, I have also brought this to our firm. Your goals, and planning to achieve them, form the basis for our work with our clients. Numbers have always come naturally to me, and that is probably why I earned my college degree in Mathematics. Over the years, I have come to understand that many people find numbers confusing, or intimidating, which is okay. One of the things that I love about my work, is the ability to explain financial concepts simply, in a consultative way, so that the numbers have meaning to our clients…putting clients at ease.

From banking to financial planning, I have been in the financial service business for over 34 years. In addition to my Mathematics degree from Westfield State University, I am an Investment Advisor Representative with Commonwealth Financial Network, an independent broker/dealer. I enjoy spending time with my wife Maria, and our children Kimberly and Joey, who recently graduated from grad school and college. Our get togethers often center around creating our own food experience surrounded by family and friends. 

While I once thought I would be teaching Math as a profession, I have far more enjoyment and satisfaction helping people understand the numbers behind their financial independence. I invite you to call us, and share your story-and perhaps see how easily we can make your numbers work for you.

I earned my Bachelor or Arts degree in Human Services and Rehabilitation Studies from Assumption University in 2017. I was a member of the Cross Country, Indoor and Outdoor Track and Field teams. My experience with athletic injuries led to frequent visits to the Athletic Training Room, ultimately resulting in an internship in Sports Medicine in my senior year. In 2020 I completed my Master of Science in Athletic Training at Sacred Heart University. My academic and athletic background led me to pursue a career dedicated to guiding athletes safely back to their sport and help prevent injuries from happening in the first place. Working in intercity public schools has become a particular passion, as I am committed to supporting students who benefit from attentive and encouraging adults. I firmly believe that pursuing one's passion creates a fulfilling professional life. Striving for balance between work and personal life allows me to dedicate quality time to my family. My husband and I share a history, having attended the same elementary, middle and high school, and we married in 2023 after reconnecting after college. We enjoy spending time outdoors being active and traveling together. Our family grew in 2024 with the birth of our daughter Arya, and we look forward to welcoming another daughter in March 2026. Becoming parents has been a rewarding and transformative experience for us.