I’ve been with Strategic Financial Services since 2014, originally joining as a part‑time assistant before moving into a full‑time role as the Client Service Manager in our Norwell office. Today, I serve as the Senior Client Service Manager for the firm.
My background in financial services began with a long career at State Street Corporation in the ’80s and ’90s. Over the years, I’ve also worked as a preschool teacher, bookkeeper, and taken on my most challenging and rewarding role — raising three boys. Those experiences shaped the way I support clients and advisors, giving me a practical, patient, and adaptable approach to service.
In my current role, I coordinate new account openings, train and support staff, assist advisors with day‑to‑day transactions, and work directly with clients. I also help clients with their charitable planning, including Qualified Charitable Distributions (QCDs) and Donor Advised Funds (DAFs).
Whether I’m helping with paperwork, guiding someone through a transaction, or answering questions about charitable giving options, my goal is to make every client interaction smooth, clear, and well‑supported.
Fun facts:
I am a seasoned Grandmother of two (established Dec 2022). I love being a Grammie!
My immediate family includes my husband, 3 adult sons, a wonderful daughter-in-law, and our two beautiful granddaughters. But my extended family is massive! We love getting together for family events, especially to watch our local New England Sports teams.
I love to play golf.
The beach is my happy place, particularly at sunset.
I enjoy traveling with family and friends. My best experiences have been in Aruba and Italy.
I am not the best cook, but I enjoy baking and have received rave reviews for my brownies.
I am a horrible singer and dancer, but I have always been intrigued by the idea of being on stage. In my next life, I’ll be a professional performer.