As a dedicated financial planner at Central One Retirement & Investment Center, I leverage my professional expertise and personal experience to help clients aim to protect their family’s financial future. Having experienced financial challenges after losing my parents at an early age, my calling is to help people develop strategies and skills that aim to avoid financial insecurity.
My investment experience began as the student-appointed representative to the University of Vermont’s (UVM) Committee on Socially Responsible Investing. After graduation, I joined the Retirement Plan Services division of John Hancock Retirement Services, advising small-business owners and employees on retirement planning. In 2020, I joined the advisory team at the Central One Retirement & Investment Center, where I continue to guide individuals and families through every stage of retirement planning.
As a mother, my biggest joy especially of Norman, my loyal chocolate Labrador retriever, I am vested in serving the financial needs of women. I sit on both the Investment and Finance Committees of Abby’s House, a women’s shelter in Worcester, MA. When clients ask why I became a financial planner, my answer is simple: my practice is my lemonade stand. I’ve taken the lemons life gave me and turned them into something positive, helping my clients work toward financial confidence and a fresh, healthy glass of “financial lemonade.”
Professional Services
- Retirement Planning
- Comprehensive Financial Guidance
- Investment Management
- 401(k) Planning
- Retirement Income Planning