With more than 20 years of experience in client service and sales, I’ve been part of the financial services industry since 2007. At Peabody Wealth Advisors, my focus is on delivering a true concierge-level experience for our clients. I work hand-in-hand with our advisors to anticipate needs, resolve issues quickly, and ensure every client feels supported and valued.
From simplifying account establishment and online access to coordinating contributions, distributions, and beneficiary updates, I take pride in making the financial process seamless. Behind the scenes, I’m often on the phone solving problems so our clients can spend more time enjoying life and less time dealing with paperwork.
Outside of the office, I recharge by spending time with family and friends at the lake in New Hampshire. I also love gardening, golfing, boating, and exploring new destinations—always seeking out new adventures and living life to the fullest.
