I am a Sales Assistant at Peak Path Retirement Advisors. I joined the team in 2022, after nearly a decade in the financial services industry. I began as an Administrative Principal at First Investors, and then transitioned to a Financial Representative role. After a brief hiatus from the industry between 2019 and 2022, I was thrilled to return when Mike offer me the opportunity to join his team.
At Peak Path, my primary responsibilities involve guiding clients through all the steps needed to establish their financial plans—the “to and through” of it all. I collaborate with our firms’ advisors, utilizing financial calculators to put together comprehensive plans tailored to each client’s needs.
I hold dual degrees in English and Psychology from UMass Lowell and am currently working on getting fully licensed with FINRA. I believe the greatest value I can offer is using my industry knowledge to guide clients through implementing each step of their financial plan.
Outside of the office, I live in my hometown of Ipswich, MA, with my husband, Peter, and our two cats. I serve as the Vice President of the Kiwanis Club of Beverly, a role that allows me to give back to the community. I enjoy spending Summer days in the ocean or kayaking, trying new restaurants and breweries, and listening to live music.