I support our growth by managing our RIA’s financials, as well as tracking all advisory fee compensation and reporting to advisors. I support our executive team by ensuring financial results are accurately reported and by focusing on operational efficiency.

Our success allowed me to launch our RIA’s automated compensation portal in May 2018. My mission is to provide clear and accurate information, which is integral to our success. The launch was very rewarding and is a feature that will continually evolve over time.

My professional background includes a decade in public accounting, where I earned my CPA. I have worked with clients in many fields, including financial services, and spent a decade as CFO of a publicly-traded independent broker-dealer. Auditing businesses and then managing the financial and operations results of a well-known broker-dealer has given me both specific and broad experiences that I apply to my work with our rapidly growing RIA.

Rounding out my life finds me spending time with my family, including my kids – Jack (14) and Meghan (12), attending their sporting events, and summer fun together at Lake Winnipesaukee, NH.