I’ve worked in financial services since 2000 – my entire career to date. Throughout this time, I have served in diverse roles ranging from relationship management to back end support, and of course, as a financial advisor. I’ve worked in fixed income, wealth management and other areas for large financial firms.
Witnessing this business from so many different angles has allowed me to think hard about how I would ultimately set up my own practice. What kind of financial advisor would I want to be for my clients?
I knew I wanted to be deeply knowledgeable about my topic, so I pursued the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation, which I completed in 2009. I also knew that I wanted to uphold certain standard of ethics and responsibility, because I wanted to be someone my clients could count on, one hundred percent.
I chose to join Beck Bode because of the culture. We treat clients the way we would want to be treated ourselves. There is no pressure on the clients, or on the advisors for a transaction to be completed. I particularly love the fact that my practice grows exclusively by referral. My belief is that if I do the right thing for my clients, they will want to tell their friends, family and colleagues about me.
My work takes me all over New England. It’s a relief to be able to count on the solid support team at Beck Bode to help me take care of my clients’ needs.
I live in Taunton, Massachusetts and I enjoy giving back to my local community. This past year I’ve sponsored two golf tournaments to fund college scholarships for high school, and for underprivileged children in the area to attend the Girls and Boys club summer program.
Credentials and Other Trivia
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning Counselor™
- Certified Divorce Financial Analyst™
- Certificate in Financial Planning, Boston University
- Recipient of the Anthony Farma Financial Planning Association of MA Scholarship
- Bachelor of Science in Physical Education, Bridgewater State College, Massachusetts