Operations Director, Rise Private Wealth Management
Birthplace: Southwick, Mass.
Family: Husband, Greg; sons, Logan and Mack
High school: Southwick-Tolland Regional High School
College/post grad degrees: Bachelor of Science, Finance – Bentley University, 2006
Why did you choose your profession?
I have a strong passion for personal financial planning. I enjoy being part of a team that helps people identify their goals and then provides financial advice that brings confidence, simplicity and success. My role as Operations Director for a large team across three states provides the day-to-day growth and challenge I crave.
What motivates you to give back to your community?
If I identify a need and know that applying my strengths can make a difference – I’m in! As a result of my volunteer efforts I’ve learned a lot about the state and developed great relationships.
What advice would you give your 22-year-old self?
Keep going – the sacrifices and determination will pay off!
What would you like to be doing when you’re 40?
Still getting better.
Volunteer activities: Current: Granite United Way Community Review Team; N.H. Job Corps Career Transition Readiness program volunteer; N.H. Job Corps Community Relations Council member. Previous: Fresh Air Fund – host family; Bow Elementary School – principal search committee member; Concord Regional Food Program, Holiday Food Basket – floor captain. Various projects with: Liberty House, New Horizons, Easterseals (Seniors Count), N.H. Food Bank warehouse, N.H. Food Bank production garden, Greater Manchester Habitat for Humanity.
Last major achievement: Graduating from the New Hampshire Center for Nonprofits’ Hoffman-Haas Fellowship (nonprofit board governance and leadership program).