What do you enjoy most about working in the wealth management industry?
I most enjoy the ability to work with individuals and families to help them meet their financial goals.
What do you enjoy most about being part of Harvest Wealth Management?
I love the shared feeling of family at Harvest. Not only do we care for and treat our clients as we would our family, but we also treat our colleagues this way. We have strong working relationships, which supports our goal to provide top-notch service to our clients.
What do you love to do outside of work?
When I'm not working, I enjoy spending time with my family, especially my grandson.
What qualities of yours make you best suited to do what you do?
My ability to communicate with clients, work independently as needed, and stay organized all contribute to my success in my role at Harvest.
What is the biggest professional challenge you face today?
The financial world is constantly changing, especially in the technology realm. I challenge myself to stay up-to-date with any new regulations and technology (secure email practices, online portal technology, etc.) to ensure our clients are protected.
How should people think of their wealth?
I think people need to remember that we all change with time, as does our wealth. Clients should view their financial plans from this perspective. It is not set in stone, but rather, it needs to be monitored and updated as life changes. This is an area where Harvest Wealth Management excels and plays a critical role in our clients' long-term success.
What professional accomplishment are you most proud of?
I am most proud of the long-lasting relationships I have created with our clients as well as staying up to date on ever-changing industry requirements.
Where does your story begin?
I am originally from Framingham where my husband and I raised our three daughters. I enjoy spending time with my grandson and visiting Gloucester where I enjoy the beach and vibrant community. As a member of the Harvest Wealth Management family, I also enjoy participating in local events in support of our clients and the business community.