I am a lifelong Bostonian. I grew up in West Roxbury and was privileged to attend Boston Latin School - the oldest public high school in America. Latin’s tradition of self-discipline and excellence has proved foundational throughout my adult life.  

I am a proud graduate of the University of Delaware. Inspired by its faculty, I cultivated an interest in business and graduated with a Bachelor of Science degree in Economics. Soon after, I began working at Citi Smith Barney in Wilmington, Delaware.

I returned in 2008 to Boston where my family, friends, and heart remained. This proved to be an interesting time as I began working in client services and investment analysis during the height of the financial crisis. I was struck by the value we were able to add as experienced advisors and advocates for our clients. 

Over the last decade, my investment research has emphasized the inclusion of socially responsible and viable investment solutions. The public response has been heartening as investors are increasingly eager to align their portfolios with their values. Through technology, better corporate transparency, and robust investment products, we can now make that a reality. 

I joined ALENA Wealth as a financial advisor in the fall of 2018 and embrace the relationships we have developed with cherished clients. I am particularly grateful for the opportunity to teach young investors the value of a life lived within one’s means and the time value of compounding.

I reside in Dedham, Massachusetts with my husband, Scott. We have two young children who together serve as a daily reminder of the value of generational planning. In our free time, we enjoy hosting family and friends at our lake home in New Hampshire. 

• Bachelor of Science, Economics  University of Delaware - 2006
• Certified Investment Management Analyst  Wharton School of Business, University of Pennsylvania - 2012

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Favorites:

Currently Listening to:

The Mel Robbins Podcast. Acquired.

Currently Streaming: 

The Last of Us

Currently Reading:

And Then There Were None - Agatha Christie