With over 30 years of experience in the financial services industry, I firmly embrace the principle of putting our clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect. I joined Benjamin F. Edwards & Co. in 2016 as the operations manager in the Concord, NH office.
In my role, I support our financial advisors with analysis and establishment of investment strategies targeted towards the needs and goals of our clients. Any financial strategy, no matter how well-designed, is of little value unless it is implemented and maintained. I coordinate with our advisors and clients to ensure financial plans are put into action to help meet the objectives of our clients.
I’m currently pursuing my business degree at Southern New Hampshire University and expect to graduate in November 2017. When I’m not working or studying, I enjoy spending time with my two beautiful daughters, Ashley and Brianna. In addition, I love hiking, traveling and watching New England Patriots football.