Growing up as the youngest in a family of six, I was drawn to financial advising at an early age after watching the emotional ups and downs my siblings experienced with money. As a young professional in the finance industry, I understand the struggle to not only jumpstart your career, but also in deciding how to handle your finances.This understanding is why I work with young professionals starting out in engineering, nursing, and related industries early on in their career to establish good habits and implement strategies to set them on their way to financial independence. I am partnered with Jane LaLonde, CFP®, who has over 35 years of experience in the industry and is a fantastic mentor. By coaching our clients with our combined knowledge and expertise, we leave them with a sense of comfort regarding their individual financial circumstances, as well as cultivating long-term relationships based on transparency and sound financial planning strategies.
Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Management, and 5 others.