What do you enjoy most about working in the wealth management industry?
Getting to know amazing people who we are lucky enough to call clients as well as helping them organize their financial lives and pursue their goals.
What do you enjoy most about being part of Harvest Wealth Management?
The people. Our team is comprised of individuals who are not only fun to work with, but who also bring great passion to their jobs.
What do you love to do outside of work?
Spend time with my family and friends, coach my kids' sports, and travel. My husband and I have four amazing daughters: Caitlin (18), Alexis (16), Emily (16), and Hope (6). I enjoy watching them compete in a ridiculous number of hockey and soccer games. I also enjoy hiking with our German shepherd, Bella.
What would you be doing if you weren’t working for Harvest?
I would be a motivational speaker. I love to share my passion for positive thinking with people.
What personal accomplishments are you most proud of?
Besides my biggest accomplishment, which is no doubt my four unbelievable daughters, I take great pride in my career as a swimmer. The passion, commitment, and hard work that it took to become a Division 1 swimmer at UNC built the foundation for the life I lead today.
Where does your story begin?
I was born in Stamford, Connecticut, but consider myself a “Tarheel” at heart. I lived in multiple states as a youth before my family settled in North Carolina for my high school years. I spent four amazing years at the University of North Carolina at Chapel Hill as a student/athlete, competing all over the country as a Division I swimmer. I’ve been in too many pools to count and won far fewer Olympic medals than Michael Phelps. Following college, I spent six months living and skiing in Park City, Utah, before joining Goldman Sachs in New York City as an institutional sales trader. I met my husband, a die-hard Bostonian, in NYC and relocated to New England as part of Goldman Sachs' Private Wealth Management Division so we could start our life together. In the following years, we welcomed four beautiful girls into our family. After years of taking on the challenge of a full-time mom, I joined Harvest Wealth Management to continue to pursue my passion for helping people.