I am a Client Services Associate with a passion for the financial services industry and supporting clients throughout the financial planning process. I earned my degree in Finance from Elon University, where I completed the educational coursework requirement for CFP® certification, participated in the Student Managed Investment Fund, and studied abroad in Berlin. These experiences reinforced my commitment to a career in financial services and my aspiration to become a financial advisor.
By leveraging the resources and support of the team at The New England Financial Group, I work closely with clients and advisors to help provide an exceptional client experience and support the firm's ongoing planning and service efforts.
Originally from Sturbridge, Massachusetts, I enjoy golfing, fishing, traveling, trying new restaurants, and spending time with family and friends.