For over 25 years, I have worked in the Financial Services industry—in banking, insurance and investments. Regardless of whether I was at a large corporation or a small firm, a management position or a back-office role, throughout my career I’ve been guided forward by two forces: a desire to help others and a love of learning.
Early in my career I worked in financial corporate educational capacities, which not only required a high level of subject matter expertise but also the ability to effectively transfer that knowledge to others. It was my experiences at MassMutual as a Training Consultant that led to my desire to delve into the Financial Planning world. While I enjoyed my years there, I couldn’t shake the feeling that I was a small cog in a massive machine.
In 2012, I went from the Corporate Headquarters of a major insurance company to working directly with clients at a small firm that specialized in Retirement Income Planning. It was here that I realized my true passion—helping people reach their financial goals. Because I place great importance on lifelong learning, I then completed the curriculum to become a Chartered Financial Consultant®.
In 2024, I decided that I wanted to be able to offer a more comprehensive and educational approach to Financial Planning. It was this goal that led me to start Charthouse Financial Group and Charthouse Wealth Management. As a fiduciary Advisor, I believe that education is the cornerstone of sound financial planning. So my approach involves not only using my technical expertise to advise clients, but also an emphasis on educating clients so they can make sound financial decisions.
When I’m not helping clients improve their financial picture, I enjoy gardening at my home in Longmeadow, MA and hiking in the woods with my husband Glenn and dog Sheba.