Born in Massachusetts
I joined Noesis in 2019 as the Operations Manager. It’s my goal that each client receives superior service and that all account level needs are being met. My previous experience has given me the ability to manage and resolve an array of operational and service related issues.
Prior to Noesis I was a Portfolio Management Associate at Evensky & Katz/Foldes Financial Wealth Management for seven years. I also spent five years at Charles Schwab Institutional on the service team as a relationship specialist where I assisted financial advisory firms in the southeast region.
Academic and Professional Education:
B.S. in Business Administration from Southern New Hampshire University
I love spending time with my husband and daughter. I enjoy cooking, gardening and being on the water.