What do you enjoy the most about wealth management?
Seeing how the work we do every day helps bring our clients confidence and one step closer to meeting their financial goals. It’s a great feeling when you see their excitement when they achieve a goal they didn’t necessarily think was possible or was further down the road and know that you played a small part in that.
What do you love most about being part of Harvest?
The people—the Harvest team and our clients. I was introduced to Harvest as an intern during college and jumped at the chance to return full-time. A big part of it was because of the people. Everyone at Harvest is passionate about helping people, not only our clients but each other as well.
What do you love to do outside of work?
Spending time with friends and family, cooking, playing tennis, and traveling.
What qualities of yours make you best suited to do what you do?
A combination of my attention to detail, compassion, and eagerness to learn new things and help others allow me to provide the best service I can to our clients.
What professional accomplishments are you most proud of?
Completing the education requirements to sit for the CFP® exam and working towards the CFP® certification.
Where does your story begin?
I was raised in Worcester and attended Bentley University in Waltham, Massachusetts, where I earned my BS in corporate finance and accounting. I interned at Harvest Wealth Management during college and was excited to join the team as a full-time associate upon graduation. I currently live in South Boston with my husband, Drew, and enjoy the many activities the city has to offer.