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“Retirement planning is important. My objective is to simplify this process for you by providing personalized advice that is always in your best interest and support tailored to your unique needs and goals.”.
As the Scarborough Regional Manager in the New England region, I bring more than 30 years of experience in the financial services industry.
Prior to joining Scarborough, I held positions as an investment professional with TIAA-CREF, Newport Group, American Century, and NFP. While working, I pursued and received the Accredited Investment Fiduciary Analyst® and Certified Financial Planner® designations, as well as an MBA from University of Massachusetts, Amherst. In addition to my other professional endeavors, I dedicated a year of my time and expertise to help launch a nonprofit organization, Art in Giving, in Boston that raises money for pediatric cancer research.
I believe union members can greatly benefit from support in planning for retirement. I find great satisfaction in seeing the peace of mind and comfort hard-working people feel when they are informed and prepared for retirement. Together we can create a personalized investment strategy designed to help build and protect your wealth for a comfortable retirement.
Calculating your future retirement income, considering various sources like pensions, Social Security, and personal savings, can be a challenging endeavor. By working together, we can pinpoint any essential modifications to enhance your retirement outlook.
With great pride, my family and I enjoy a special connection with the electrical industry. My husband’s grandfather holds the patent for the handheld probe that measures electrical quality on a conductor in power transition lines without danger to the operator, an innovation that is still in use today.