I was raised in Belchertown, MA, which is where I graduated high school in 2021. Since the age of 3 I have had a love for dance, so I continued to take classes and participate in competitions until I graduated high school. After graduation I became a certified acrobatics instructor. My love of dance and passion for teaching inspired me to return to my former dance school, this time as a dedicated instructor. After high school I entered Elms College as a nursing student, but I soon discovered that nursing was not the right fit for me. After much deliberation, I ended up enrolling in the business management program. It was evident during these business classes that I was finally in the right place. I assisted in the founding of the Elms College Business Club, and I acted as treasurer until my graduation.
During a 2023 summer internship at The Wealth Transition Collective, I gained exposure to the countless hours of work that goes into the preparation when meeting with a client, the conversations surrounding finances that happen during client meetings, and the due diligence that occurs after the meeting to give the most valuable service to the client. Additionally, I learned the importance of networking and team building. This experience inspired me to pursue a career in the financial services industry. In the fall of 2023, I began taking courses in the Financial Planning Master’s program at Elms College. I graduated with a bachelor’s in business management in December of 2024, and I plan to graduate with an MBA in financial planning in June of 2025. My goal is to combine my passion for teaching with my interests in the financial services industry. In January of 2025 I began my role as a client service associate at The Wealth Transition Collective.
I have spent numerous years in the service industry gaining experience working with others and offering top notch service to customers. Outside of work and school, some of my pastimes include hiking, golfing, reading, spending time with my family and friends, and traveling. My ultimate traveling goal is to visit all 50 U.S. states, but my favorite thus far is Alaska.
