What’s your background?

I began my financial planning career as a wealth management intern at UBS Financial Services while earning a master's degree in personal financial planning at Bentley University. I became a CERTIFIED FINANCIAL PLANNER™ professional while providing individuals and families with comprehensive financial planning advice at a firm close to my hometown of Byfield, Massachusetts. Volunteering at a local financial literacy initiative and assisting friends with financial decisions helped me realize I could help other young professionals as well.

What’s your approach to planning?

Everybody's financial goals are different, so I think it's important to tailor financial advice to each individual or family. I believe anybody can make sound financial decisions if equipped with a solid foundation of financial education.