Over the past 25 years, I have been fortunate to build a rewarding career in the financial services industry. I began as a bank teller and earned my securities license in 1997, which created opportunities to connect with people and help them navigate important financial decisions.

Throughout my career, I have had the privilege of traveling to 47 states, meeting with individuals and groups, and helping employees better understand their employer-sponsored retirement plans and the role these plans may play in an overall financial strategy. Whether in person or over the phone, I have spent years discussing financial concepts, reviewing available options, and helping clients evaluate strategies based on their individual circumstances, goals, and risk tolerance.

I am pleased to share that I have recently joined Baystate Financial, where the focus is on providing personalized service, accessibility, and guidance to help clients make informed financial decisions. Baystate is one of New England's largest privately owned financial services firms, locations throughout New England to Florida. As a client, you benefit from my access to a team of firm specialists who support areas such as financial planning, retirement, business and estate planning, and insurance and investment strategies.

I take pride in getting to know each client so I can better understand their unique needs, values, and long-term objectives. That understanding helps me provide personalized service and discuss strategies and solutions tailored to each client's current situation, while keeping future goals in mind.