I joined Black Diamond Planners in early 2019 and am the lone New England Patriots fan. I enjoy utilizing my experience and passion to help our clients get their financial house in perfect order. My responsibilities include assisting with financial plans, client presentations, and supporting the rest of the team.
After graduating from Northeastern University in Boston, I began my career at Goldman Sachs on a large team that worked with ultra-high net worth clients. Following that, I spent the next seven years at Credit Suisse as a relationship associate for a team in Private Wealth Management. My experience at both firms included operations, trading, data analysis and planning.
My husband Matthew and I relocated to Naperville in 2011. I am now proficient in the proper response to a tornado warning and annunciation of the letter R. I consider raising my three children as my greatest accomplishment. My ever-evolving parenting style has a strong foundation in emotional wellness, kindness, and compassion with a spark of humor and practical jokes. When I am not at work you can find me substituting at the local preschool, at a barre exercise class, volunteering on the PTA, coaching youth soccer, and reading historical fiction.