I support our advisors by managing all insurance-related processes from application to implementation, and assist the Standalone Planning team with building and refining operational systems. Essentially, I help ensure that complex tasks run smoothly, allowing others to focus on delivering exceptional client service.
I appreciate working for a company that strives for excellence and provides employees with a healthy and positive work environment.
Focused, forward-thinking, and genuinely team-oriented.
I've run over 15 half-marathons and a full marathon, mostly in the Northeast, and yes, even in winter. But fall races are my favorite: perfect weather, beautiful scenery, and just enough time to recover before pie season kicks in.
Outside of work, you'll usually find me exploring New England with my kids, making far too many library trips, or running trails with my overly enthusiastic rescue dog, Nessa.
I'll take an iced tea over coffee year-round!
Four so far: New Jersey, New Hampshire, Vermont, and California. It's been a nice mix of mountains, beaches, snowstorms, and traffic!
I'm an avid reader, so my favorite book is always changing. My most recent top choice is Happiness Falls by Angie Kim.
I'm naturally an early riser and most productive before anyone else even wakes up!
Frog legs while in Paris. They DO taste like chicken!
