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Partner
Director of Client Care

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

—Maya Angelou

I bring comprehensive knowledge, experience, and passion to every client interaction at Beauport Financial Services. I have been in the financial services industry helping clients for more than 25 years. As Director of Client Care and Operations, I oversee client service and operations to ensure our clients receive quality care and service. I hold Series 7, 6, 63 and 66 registrations with FINRA and insurance licenses for Life, Accident and Health.

Quite simply, I enjoy helping others—a major component of my work at Beauport. For me, professional fulfillment at work and on a personal level with family and community begins with the opportunity to offer support for the needs of others. It’s in my nature to give back and I gain deep satisfaction in making meaningful contributions.

Professional Associations & Philanthropy

My commitment to the community is evident in everything I do. Service is rooted in my appreciation of the many opportunities I have been given, and I have a strong desire to pay it forward to others.

  • Gloucester Education Foundation, Board Member since 2015, Board President 2000-2022
  • Associated Charities of Gloucester, Board Treasurer 2016-present
  • Gloucester Rotary Club, member 2015-present

Away From the Office

With the support of the firm, I have creatively balanced my responsibilities at work with my personal centerpiece, my family…raising two young boys with my husband. We share the enjoyment of baseball, football, lacrosse, skiing and boating.

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