What do you enjoy the most about wealth management?
There is something new to do each and every day. I am constantly learning!
What do you love most about being part of Harvest?
I am part of a great and supportive team of talented people.
What professional accomplishments are you most proud of?
In my former career, I worked with a colleague to start a volunteer income tax assistance program for low-income people. We built this program from the ground up and helped hundreds of low-income people maximize their incomes by claiming the earned income and other tax credits. Our program became a model for other Massachusetts nonprofits.
What qualities of yours make you best suited to do what you do?
I navigated a major life event in 2011 and worked to set in a place a financial plan that allowed me to be a full-time mom to my son. I couldn’t have done it without the support and guidance of my financial advisor. It was daunting at times, but also a tremendous learning experience. I’m so glad to bring that experience, along with my professional skills to HWM to assist the advisors in helping our clients manage life changes that impact their financial futures.
How should people think of their wealth?
Wealth presents people with amazing opportunities. No matter your goal, I think wealth is what you make of it and is highly individual. Harvest Wealth Management works hard to build long-term relationships with clients to understand their needs and goals and help them make the most out of their wealth.
What do you love to do outside of work?
I’ve taken up pickleball and can often be found at local courts in my free time. I also enjoy being outdoors hiking or gardening. I am an avid cook and enjoy cooking for family and friends.
Where does your story begin?
I am a lifelong new Englander and was raised with my four siblings in a small New Hampshire town. I earned a Bachelor of Science in Anthropology from Bates College in Maine. Following college, I moved to Boston and worked for the State’s Affordable Housing agency overseeing contracts with local nonprofits. While working full-time I earned a Master’s Degree in Public Administration from UMass Boston. Shortly after earning this degree, I made the move to the nonprofit world working for one of Massachusetts 25 community action agencies as the Director of Planning and Development. For over 10 years I enjoyed a challenging and fulfilling career. I left in 2010 to care for family and worked part time in a variety of administrative roles while enjoying being a full- time mother to my son Nolan, now a college student. I joined the Harvest team in 2018 as a part time assistant. I became Bob’s full time client relationship manager in 2021.