I grew up in southern New Hampshire. I would often take family trips up to Toronto to visit family and still do to this day. Toronto, a very multicultural city, showed me that while every culture may be a little different, ultimately everyone has similar goals. After graduating from an honors program from Southern New Hampshire University, I volunteered as part of a group of students to visit Beijing during the 2008 Olympics. This was a great experience to explore an entirely different culture and to enjoy the Olympic atmosphere.
I started my career at Lincoln Financial in client service and trading operations. Next, I joined Commonwealth Financial Network® and worked in their compliance department conducting audits of independent financial advisors. I hold a handful of FINRA securities registrations and earned my CERTIFIED FINANCIAL PLANNER™ certification in 2014.
I have always been interested in the financial markets and was investing throughout college. This interest led me to continue to explore a career in the financial industry upon graduation. Ultimately, I joined Wells Financial Partners in 2016 to assist clients in planning to achieve their goals.
In my free time, I enjoy spending time with family and friends. I play pick-up basketball, poker, and just recently learned how to play golf.