With a background in financial services and a degree in Business Administration from Bryant University, I support both Strategic Financial Services and North Light Financial Services in my role as a Client Services Associate. I maintain my Massachusetts Insurance licenses and have completed the Securities Industry Essentials (SIE) exam, which supports the work I do each day.
My role spans a wide range of responsibilities, from preparing materials for upcoming meetings to coordinating information across teams and responding to client requests. I’m often involved in the operational details that keep our workflows moving—organizing data, tracking updates, and ensuring advisors have what they need for each client meeting.
I’m committed to creating an experience that feels organized, attentive, and seamless for clients and advisors alike.
Fun Facts:
I live in Plymouth with my husband and two children.
I enjoy spending time with family and friends, swimming in the summer, skiing and snowboarding in the winter.
Other hobbies include gardening, traveling, and golfing.