I was born in Boston and grew up in Brookline with my younger sister until our parents decided to buy a home in Newton Highlands.
There was always open discussion about money because the situation required it, and we developed the belief that hard work mattered. One fond memory is shoveling snow and coming home after a winter storm having earned a few dollars. I saved and eventually bought my first big item, a GE black-and-white TV in an orange plastic case, which cost $84. Why is this important? Because it set the tone for a life of hard work, self-reliance, and sensitivity about the differences between people.
After receiving my bachelor’s degree in economics from UMass Amherst and taking a couple of trips to Europe with a backpack, I decided to apply for work in the largest garden center and greenhouse operation in the area. By age 25, I was chosen to open, staff, and manage a brand-new garden center in Morristown, New Jersey. I had hair, a dog, and was doing what I loved. Two years later, I transitioned into managing a growing clothing chain.
In 1994, I passed the CFP® exam and began working with a successful local financial planning firm. After almost 10 years and deciding to seek total independence, we decided to open our own practice creating comprehensive financial plans, and Wells Financial Partners was born. The last 15 years have been very rewarding.
I am proud to have been recognized as a Summit Club advisor for 2021—a distinction based on annual production that places me among the top 20 percent of advisors affiliated with Commonwealth Financial Network®.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Now you know a little about me. If you decide you’d like to contact my team and me, we’d like to get to know you. We look forward to it.