Monarch Investment Advisors
I am a financial advisor with a passion for helping strong, professional women strive to realize their dreams
We celebrate together when they purchase a home or graduate from business school, and it’s a thrill knowing that my guidance can have a major positive impact.
At Monarch Investment Advisors, I am helping to enable all of my clients—women and men, single and married--to enjoy the sweetness of life. Whether they want to travel around the world or finance their grandchildren’s education, I consider their goals my own. My specialization ranges from retirement planning to building and protecting clients’ wealth.
I’m so glad I began this career journey more than 10 years ago, starting as an auditor for both an insurance and asset management holding company, and then moving into a financial advisory role for a large investment firm.
My credentials include Series 7 and Series 66 licenses, and the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning.
When I’m not absorbed with striving to help my clients’ achieve their dreams, I’m focused on the needs of my community. I am honored to serve on the board of Shelter Music Boston.
I hold a bachelor’s degree in international studies, with a concentration in Spanish, from Auburn University. I am also a beginner triathlete, gardener and dog lover.