H.M. Payson since 2014
Modera Wealth Management
Maine Women’s Network
Maine Estate Planning Council
Portland Chamber’s Young Professional Group (PROPEL)
Providence College, B.S. 2010
CFP® coursework at Boston University
Enrolled Agent as designated by the Internal Revenue Service
United Way Greater Portland Financial Stability Team
What do you do off the clock?
Cooking (especially using my crockpot), Running with my dog, Shea, Keeping up with all the restaurants in Portland
What’s the most creative aspect of your job?
As a financial planner, my role is to be a problem solver for clients by helping them make sense of their financial life and set goals for the future.
What kind of professional challenges inspire you?
Working with multiple generations motivates me to prepare the future generations to make smart financial decisions for themselves and their families.