Even though both my parents were from the Boston area, I was born in a suburb of Chicago. When I was five, my Mom said she missed Scituate terribly, and we returned home.
Two weeks after graduating from college, I began working at Putnam Investments as a shareholder services representative.
A few months into my tenure, I earned my FINRA Series 6 and 63 securities registrations. I loved working in downtown Boston and taking advantage of all that it had to offer.
During this time, I met and married my husband, Dave, a native Nebraskan, making my life more complete. After renting for six years we bought our first home. Such an exciting time because shortly after, we were blessed with an addition to our family! Our beautiful son Alex was born in 2000.
Around his second birthday, Alex was diagnosed with Autism. I made the decision to leave Putnam to be with Alex at the critical juncture when he transitioned from early intervention services to a therapeutic preschool.
A few years after leaving Putnam, I decided to look for a part-time position in the financial services industry. A job listing for Wells Financial Partners seemed promising as they were looking for someone with financial services experience. I like to say they met my needs, and I met theirs – I can say this with a fair amount of confidence because 15 years and counting, here I am!
In my free time, I enjoy puzzles and board games of all kinds (I come from a long line of avid puzzle doers and game players), playing tennis, relaxing on my favorite Scituate beach, hunting for sea glass, going to concerts, listening to my husband strum his guitar and sing duets with my son, doing Zumba, and most of all, spending time with my dear family and friends.
With more than 35 years of experience, my entire career has been focused on client service and relationship management. I enjoy problem-solving and working with clients to satisfy their operational needs. As the firm's senior client service liaison, I look forward to talking with clients and helping them in any way I can.