Many people don’t know that I started my career in technology and then spent several years in the wellness field. In 2010, my brother, Jim, asked me to assist with marketing and operations in his financial advisory practice. Eventually, I transitioned into a client service role. What started out as a part time engagement while I was raising my young children became a full-time endeavor as I engaged with clients in an advisory capacity. It’s hard to believe that I have now been doing this work for over a decade.
Jim knew this work would be a great fit for me. I couldn’t agree more. What I’ve discovered about being a financial advisor is that it checks the boxes for many of the things I consider vocationally fulfilling. I love working one-on-one with people, identifying their pain points, figuring out how I'm going to help them, and teaching them to help themselves, too.
One of the aspects I enjoy most about my work is planning for and helping clients through major life events. My experience in the tech world has proven to be an asset in this regard. There’s a systematic way of thinking and problem-solving that translates well to the exercise of planning out a person’s financial life. I am delighted that Beck Bode is as passionate as we are about financial planning.
I’m particularly excited about our partnership with Beck Bode because it affords our clients the ability to continue their relationship with me and Jim, while benefiting from an extended client service team and a philosophy of active portfolio management that aligns closely with ours.
I appreciate Beck Bode’s commitment to its clients and to its employees. Their vision and their passion for our work is energizing. I look forward to growing our practice with the support of our new, expanded team.
I live in Greenland, New Hampshire with my husband Todd, our three daughters, and our two dogs.
CREDENTIALS AND OTHER TRIVIA
- Bachelor of Arts – French and Political Science, University of Massachusetts at Amherst
- Series 66 Uniform Combined State Law Examination
- Certified Divorce Financial Analyst – Institute for Divorce Financial Analysts™, License 103868
- Former Treasurer of the Greenland Parent Organization
- Former Secretary of the Board of Directors of Victoria’s Victory Foundation