Advisor profile

Making an Impact

I am a socially responsive financial advisor. I believe with intentional choices people can harness the power of money and have a powerful impact on their personal finances and the world. Through holistic financial planning, financial decisions can be aligned with personal goals and values. With sustainable and responsible investing, investors can achieve positive results along with positive social/environmental outcomes. I believe comprehensive financial planning and socially responsive investing can reduce personal stress and bring about a sense of ease and optimism. As an active participant in your personal finances, you can make the most of life’s financial decisions while making a difference in the world.

15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits

Education

  • Bachelor of Arts, Villanova University
  • Master of Social Work, University of Pennsylvania
  • Master in Public Administration, Harvard University

Community participation

  • Chair Mansfield VOTES, a civic engagement initiative in my hometown.
  • Member of the Mansfield Democratic Town Committee.
  • Former Volunteer for New England Great Dog Rescue, an organization that rescues abandoned and homeless dogs and places them with their forever homes--the best job is fostering puppies!!

Interests

  • One of my biggest passions is travelling-- I love experiencing different cultures and the natural beauty of each location I visit.
  • I am interested in preserving the planet for future generations and advocating for those in society who can't advocate for themselves.
  • I enjoy painting, yoga, all forms of the arts, biking, hiking and laughing with my family at our own dysfunction.

My photos

1 albums
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