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For many, life tends to get in the way of taking care of one’s financial well-being. A planner at heart in both my personal and professional lives, my goal is to serve those that do not have the time or interest to look after their financial needs. As a lifelong learner, I truly enjoy educating others and explaining complex subjects in a way that makes sense. I’ve found that this approach helps people make good decisions, while ultimately avoiding bad ones.
As an entrepreneur and the founder of Achieve Financial Solutions, I manage everything from compliance to operations, client service to planning and investment management. I’ve seen the best and the worst of financial advisory firms and I’m excited to bring the best of the best to my clients experiences.
With over 20 years in the financial and fintech industry, I’ve worked for companies including Fidelity Investments, Focus Financial Partners, Wealthbox CRM and F2 Strategy. I’ve earned my bachelor’s degree from Stonehill College and am Series 65 licensed. Additionally, I’m working toward my ChFC designation from the American College of Financial Services. With these experiences and education, I work to help others set their financial goals and successfully achieve them.
In my free time, I enjoy many of the outdoor activities our area has to offer. From hiking in the summer to snowboarding in the winter, there is rarely a dull moment. When I’m not outside, I like to root for my favorite sports teams - the Patriots, Red Sox, Bruins and Celtics. No matter the activity I’m enjoying, I love to be with my family and take in each moment.