I grew up in Rye Brook & Rye, New York both a small coastal and historical suburb outside of New York City. From a young age, I loved to work with people and got my start working at a local ice cream store in town at Longford’s Ice Cream. They are still making small batch ice cream and it’s been delicious since 1992. Connecting with people and helping them celebrate life’s little victories gave me great joy. I went on to graduate from Northeastern University with a concentration in Marketing & Sociology.
Upon graduating, I taught 5th grade at an inner-city Boston elementary school and enrolled in a Master’s in Education dual-degree program at Lesley University in Cambridge, Massachusetts and obtained my degree in Elementary Education (1-6) and as a Reading Specialist (K-12). I worked for several years teaching in the Boston area. Then when my children were small, I took several years spending time enjoying many activities together partaking in museum trips, art & music class, and library story-time--to name a few.
In 2017, Brett had the need for a Marketing Specialist and I was up for the challenge! I enjoy organizing client events that include financial market updates, seminars for colleges/universities, and continuing education programs for clients and individuals interested in learning more about the financial planning process. In 2019, I took on the role of Client Service & Marketing Manager in assisting Brett with his day-to-day client service operations as well as client marketing events since I love connecting with other people and care about their families. I am a people-person!
During winter, I love spending time with my family skiing in Maine during the winter. In the spring and summer, we love to swim, hike, play golf and tennis together as well as visiting the Cape and biking trails. These are some of the summer traditions we look forward to when spending family time together. I also enjoy dancing, listening to music, and reading when I have some quiet time. Brett and I currently reside in Needham, Massachusetts with our two children and our Labrador Retriever, named Vonn (aka: the famous Olympic skiing champion--Lindsay Vonn). Vonn also loves the snow!