Professional

Here are some chronological highlights shaping my experience and career over nearly 25 years:

After graduating from Washington and Lee University, I moved back to New England and trained at AT&T. I quickly became a top-producing service associate in the customer service team. From there, I developed a growth opportunity with a smaller organization.

Over 6 years, I held various roles of increasing responsibility including budgeting, hiring, and rebate payables for Deknatel Inc., then a Subsidiary of Pfizer: Contracts & Rebates Manager, Customer Service Manager, Fleet Manager, and BPCS software module transition leader.

I ventured into small business, creating the Sideout Sport Outlet of Fall River, MA. We earned the top rating for outlet stores in the region, moving surplus product and simultaneously sponsoring hundreds of individual volleyball and sports events for fund raising, publicity and charity. At that time, I also joined Holden and Associates Advertising in North Dartmouth MA and became a top producer calling on small business owners in print advertising markets throughout New England and down the East Coast.

I was offered an important role at Tuition Management Systems, a market leading provider of college financial services based in RI. I worked directly with the owners, board of directors, lenders and the University financial decision-makers. As a Tuition Resource Consultant to Universities in the Mid Atlantic states, I achieved Top Gun performance awards and became Regional Vice President. I enjoyed the fulfillment and the challenge in helping tens of thousands of families pay for Higher Education on interest free payment plans and loan counseling programs at over 5 dozen client colleges.

After completing comprehensive college-accredited courses in retirement plan 401(k) regulations, IRA's and Flexible Spending Accounts, I became a Human Resources Sales specialist for Paychex Inc, a payroll provider based in Rochester NY. Working with payroll representatives from our New England branches, I helped small business owners in Southeastern MA enhance employee benefits with tax qualified plans for retirement and health. I proudly helped enroll hundreds of people on retirement plans to protect their family's future.

In 2005, I obtained my securities licenses with ROTH Capital Partners, LLC of Newport Beach CA, a market-leading investment banking and equity research firm. I presented retirement and employee benefit strategies and uncovered banking transaction opportunities in one-on-one meetings with CFO's, CEO's and plan trustees at small cap growth companies across the nation, including New England.

With my wide experience and education, I launched my own practice with the Northwestern Mutual Financial Network. I'm in my fourth year in the business and have attended a variety of advanced forums and schools to improve my product knowledge and capabilities. I am working toward achieving advanced designations as well. I also earned the Bronze Award and Sapphire Star from Northwestern Mutual in recognition of achievements in production and service to my clients.

I'm excited to help my clients and friends nationwide, and those they introduce, to get themselves well positioned for whatever the future brings.

I welcome the opportunity to help you....so let's talk about it, it's up to you to get started.

Associations and Memberships

Member of NAIFA (National Association of Insurance and Financial Advisors, Massachusetts) and The Financial Representative Association, Westport Business to Business Association, Westport Youth Athletic Association, Alumni Association Annual Fund Volunteer Portsmouth Abbey School, Volunteer for Westport Land Conservation Trust fundraiser to preserve open spaces, Parent Association of La Salle Academy  

Years of Experience

Representing Northwestern Mutual since 2007.

Education