“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
—Maya Angelou
At Beauport Financial Services, I bring a wealth of knowledge, extensive experience, and genuine passion to every interaction with clients. With over 26 years in the financial services industry, I have been dedicated to assisting clients and providing exceptional service. As Director of Client Care, I ensure that our clients receive the highest quality care and service. I hold various registrations with FINRA, including Series 7, 6, 63 and 66, as well as insurance licenses for Life, Accident and Health.
Helping others is not just a job for me, but a true calling. Whether it’s at Beauport or within my personal life, I find immense fulfillment in supporting the needs of others. Giving back is deeply ingrained in my nature and I take satisfaction in making meaningful contributions to both my work and my community.
Professional Associations & Philanthropy
Demonstrating my unwavering commitment to the community is a driving force behind everything I do. I deeply value the opportunities I have been fortunate to receive, and it fuels my strong desire to give back and uplift others.
- Associated Charities of Gloucester, Board Treasurer 2016-present
- Gloucester Rotary Club, member 2015-present
- Gloucester Education Foundation, Board Member since 2015, Board President 2021-2023
Away From the Office
Supported by the firm, I have successfully achieved a balance between my professional responsibilities and my cherished personal centerpiece – my family. With the unwavering support of my husband, we have guided and propelled our two young men towards college. We find joy in sharing moments over a good meal, skiing, boating, scuba diving and travel.
