“Working with our clients is the most rewarding part of my job. Getting to know their financial needs goes beyond numbers and returns. It’s about life and where they want to be.”

• Years with Penobscot: 8
• Activities & Affiliations:
  • Member, CFA Society Boston
  • Member, Dana-Farber Leadership Council
  • Board of Directors, Essex County Habitat for Humanity
  • Member, The Boston Club
  • Member, Massachusetts Financial Planning Association
• Interests Outside of Work:
  • Running, skiing and biking
  • Chasing her toddlers around
• Memorable Accomplishment:
  • Fundraising for Dana-Farber running the Boston Marathon
  • Completing the Boston Marathon in under three hours
• Experience Prior to Penobscot:
  • Eaton Vance
  • Brown Brothers Harriman
•  Education and Professional Designations:
  • UMass Amherst, BS, Accounting
  • Babson College, MBA
  • CFA^® Charterholder, CFA Institute
  • Certified Divorce Financial Analyst^®
  • Certified Financial Planner Certification (Candidate)