Implementing the money disciplines, I learned at home I was able to buy my first car with the money I had saved. A huge accomplishment at that age. This is when I first realized the power of goal setting and what it takes to achieve them. After graduating from high school, I transitioned to the University of Massachusetts, Amherst. There I studied finance and operations management. I quickly applied my work ethic and earned my first leadership role when I was appointed as manager for a local liquor store chain while attending college full time.
I was determined to put myself through school and graduate debt free. During my junior and senior years of college I earned the opportunity to work as a teaching assistant for an upper level finance course. It was during this time that I discovered my purpose. To take a consultative approach to educating local businesses and families to become financially self- reliant. To help them feel empowered by their assets, not paralyzed by them. This requires patience and a disciplined approach to the journey that lies ahead of all of us.
After graduation, Summa Cum Laude 2009, I transitioned into the financial services industry holding various leadership positions at John Hancock and most recently as an advisor at a local MetLife office. As I make the next transition in my career I am reminded to think about the “big picture” and in doing so that requires a people first approach in all aspects of my business. My latest transition is founded in my life’s purpose of helping people be financially self-reliant. If you are seeking a client centered relationship, I would ask for the opportunity to help you plan for your next transition.