“You’ll never change your life until you change something you do daily. The secret of your success is found in your daily routine.” John C. Maxwell

I joined Beauport Financial Services in December 2014 and I work in the Investment Department. Specializing in new business, I strive to provide a seamless transition onboarding new clients. I believe a positive client experience is an integral part of our firm’s success. Selected by our broker-dealer, Valmark Financial Group, I serve on the Member Office Investment Operations Advisory Board, keeping Beauport at the forefront of new technology offerings.

I hold my Series 7 and 63 registrations with FINRA and Massachusetts Insurance Licenses for Life, Accident and Health.