With nearly 20 years of experience in the financial services industry, I bring a highly professional approach to my role as Daily Money Manager. My background in finance combined with broad insight into our healthcare system provides me with a unique perspective. I am responsible for daily money management in my own home, provided these services to my mother when she could no longer manage them on her own and I bring the same degree of professionalism, experience and compassion to my clients - both individuals and small businesses.
I have an undergraduate degree from Brown University and an MBA from The Kellogg School of Management at Northwestern University. I have lived on the North Shore for over 20 years and have developed many close bonds in the community.
I am a member of the American Association of Daily Money Managers, The DBR Chamber of Commerce and Trusted Advisors Group. I have held volunteer positions at The Weinberg Community for Senior Living, Brown Alumni Association, Kellogg Alumni Association, Deerfield High School Booster Club and Deerfield High School Parent Committee.