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Investment Operations Associate

Work hard in silence, let your success be your noise.” – Frank Ocean

I joined Beauport Financial Services in October 2018 and bring 10+ years of customer service experience to the firm. I work alongside Ashley and Kevin in Beauport’s Investment Department. I handle the day-to-day operations, such as 529 account transactions, address changes, account updates and ACH/check processing. Additionally, I work behind the scenes preparing Client Review Presentations.

I am an integral part of Beauport’s marketing efforts and help maintain our relationships with Centers of Influence.

Education

Southern New Hampshire University, BS Accounting Finance

Away From the Office

I enjoy spending quality time with my husband, family and friends. During the Summer months, I look forward to getting to the beach and on the water as much as possible!

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