I began my career in finance at Merrill Lynch in 2018 and bring over six years of experience to Beacon Financial Group. My mission is to help individuals and families achieve their financial aspirations by offering personalized, comprehensive advice tailored to their unique needs.
Stemming from the background as a collegiate swimmer, I bring the same discipline and focus by taking a holistic approach to financial advice, not only concentrating on wealth accumulation but also on its protection. My goal is to provide anticipatory service, simplifying financial complexities to make them easily understandable and actionable for my clients. By understanding each client's values, goals, and financial landscape, I deliver clear, actionable guidance that empowers families to make informed decisions. With consistent process, open communication, and unwavering dedication, I offer integrated financial analysis, wealth planning, and strategies designed to help clients pursue their financial objectives effectively.
Outside of work, I maintain an active lifestyle through activities like swimming, running, yoga, and time in the gym. My husband, originally from Europe, has fueled my passion for travel, and we love exploring new destinations, immersing ourselves in diverse cultures, and savoring unique cuisines from around the globe.