As a Junior Planner and Advisor at Boston Premier Wealth, I work closely with our high-net-worth clients to support their financial planning and wealth management needs. With three years of experience in the financial services industry, my responsibilities include managing money movement, executing trades, and leading our financial planning process to ensure clients receive comprehensive, goal-oriented guidance.
I currently hold my Series 7 and Series 63 licenses and am actively pursuing both the Series 65 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. My academic background includes a degree in Finance and Analytics from Bryant University, which provided a strong foundation for my work in financial planning and client service.
I am passionate about helping clients achieve meaningful financial outcomes—whether preparing for retirement, navigating life transitions, or simply ensuring long-term financial well-being. I believe that understanding the full picture of a client’s life helps me deliver the thoughtful, proactive advice they deserve.
Originally from Pembroke, Massachusetts, I now reside in Boston. Outside of work, I enjoy following all Boston sports, spending time on the golf course, and staying active outdoors. I also value time with my parents and my younger twin brothers, and always appreciate the opportunity to unwind and reconnect with family.