I provide specialized support for all insurance-related business, client service, scheduling, and new account processes. I work closely with advisor Doug Greene to ensure clients receive the attention and follow-through they deserve.
Why I Do This
I wanted to understand finances better so I could create a sustainable future for my family. That personal motivation led me into this industry eight years ago, and what keeps me here is the relationships I build with clients.
The knowledge I've gained over the years helps me work more efficiently, and I'm always happy to help. What I love most is that clients are willing to share their stories with me, and I'm always happy to listen. Those conversations—learning about people's lives, their concerns, their goals—make the work meaningful.
What I Bring to the Table
I'm the primary contact for all insurance-related business and hold my Financial Paraplanner Qualified Professional™ certification, which I earned in November 2019. I also completed my Wealth Management Specialist designation in February 2021 and became a licensed Notary Public in New York in September 2022.
Before joining the firm, I worked at KeyBank and AT&T Mobility, where I developed strong client service skills. I earned my Associate's degree from Bristol Community College.
The Personal Side
I'm originally from New Bedford, Massachusetts—a town full of boats and comprised of multiple cultures, most notably Portuguese. The work ethic in that community is unlike any other, and I was raised around it. My parents have that same strong work ethic, and they passed it down to me.
I now live in Greece, New York, with my husband David, our children Samantha, Hunter, and Cooper, and our Goldendoodle, Poppy. I work hard for them every day! In my spare time, I love reading, traveling, and planning fun events for our family. I'm an extreme multitasker—at work and at home—and I thrive on activity-packed weekends with my busy family. I was formerly a wedding and party planner, so organizing events is in my blood.
I volunteer at our church in the LakeShore Kids program and serve as co-leader for my daughter's Girl Scout troop. Giving back to our community and being present for my kids' activities matters to me.