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I am a Wealth Advisor who focuses on working with small to middle market business owners planning for strategic exit.I work with both business owners and high net worth clients in assisting them to effectively manage their wealth. I help the client identify each of their unique goals, and then coordinate a team of specialists to implement a custom and comprehensive wealth plan designed to help them accomplish those goals. Having grown up in a family business, I believe that I bring a unique perspective on the transitioning process. Prior to joining Wells Fargo & Company, I was the Managing Partner at a boutique exit planning firm in Boston. I have over 25 years experience working for some of the largest wealth management firms in the industry.

As Managing Partner of New England Exit Planning Advisors, I helped small to mid-market business owners create a clear path for strategic exits.

I worked with a diverse portfolio of multi-million dollar businesses, providing exit-planning strategies to help them assess readiness to sell their businesses or prepare for acquisition and provided a comprehensive plan to help them in meeting their financial objectives after the sale.KEY CONTRIBUTIONS:✦ Gained deep insight and understanding of client situations, anticipating needs and proposing solutions to help ensure sound decision-making for the future.✦ Designed investment portfolios customized to suit each client’s risk tolerance, goals, and expectations, as well as creating a road map for exits.

Leveraging relationships with referral partners to build a strong account base of high net worth individuals and business owners, I maintained a loyal client base by creating diversified portfolios tailored to meet clients’ needs.

As a wealth transfer strategist, I played a key role in business development and growth for the company.