Personal experiences have shaped my passion for helping others feel confident and secure in their financial futures. As a Client Relationship Manager, I’m committed to building strong, lasting relationships with clients by delivering personalized service and strategic support. I assist with prepping for meetings, verifying client information, scheduling reviews, researching solutions, and identifying new prospecting opportunities. I graduated Magna Cum Laude from Bryant University with a degree in Finance and Economics. Originally from Burrillville, RI, I enjoy spending time outdoors—whether it’s boating, fishing, or golfing.