I began my career in finance three years ago at Fidelity Investments, where I saw firsthand the impact a clear and thoughtful plan can have in alleviating stress and providing peace of mind. That experience confirmed my belief that financial planning, when done well, can meaningfully improve the lives of individuals and families.

With a strong desire to help others, I pursued the education and training necessary to earn my CERTIFIED FINANCIAL PLANNER™ designation, giving me a comprehensive foundation across all areas of financial planning.

My current role is to assist the firm as a Registered Client Associate and Paraplanner, where I get to use my skills to further support the advisory team in delivering thoughtful planning and exceptional service to our clients.