“Think globally, act locally.”
—Peter Geddes
I am thrilled to be the newest member of the Beauport Financial Services team! I have over 23 years’ experience in the financial and retirement planning field and have been an Advisor for more than 13 years. I have earned my Certified Financial Planner (CFP ®) designation, the Retirement Management Advisor (RMA ®) certification and the National Social Security Advisor (NSSA ®) certificate. I hold the FINRA Series 7, 63 and 65 registrations along with Massachusetts Accident, Health and Insurance licenses.
Education
- University of Vermont, BA, Burlington, VT
- Prague School of Economics, Prague, Czech Republic
- Bryant University, CFP® Program
Philanthropy
- Cape Ann Animal Aid, Board Member 2020-2023, Board President 2023-present
Away From the Office
I am a North Shore native and live in Gloucester with my partner Jesse. We enjoy travel, live music, time with family and friends and summers on Cape Ann. You can find me teaching Cycle classes at the Cape Ann YMCA in my spare time.
