I developed a desire for integrated planning at the same moment I could confidently say, "I am in charge of my financial house." In the pursuit to achieve and share monetary empowerment, I furthered my education at the University of Kentucky, graduating with a Bachelor's Degree in Business Administration and Economics in 1987. My academic endeavor continued at the University of Minnesota, where I later graduated with a minor in finance.
In 1985, I was hired by Fifth Third Bank in Cincinnati, OH as an intern and in 1987 received the position of Trust Associate. In my time with Fifth Third Bank, I learned all that I could about stocks and bonds- I was hooked! From there, I went on to start my first investment practice in 1988, as a Financial Consultant at Merrill Lynch, later shifting my practice to Dain Bosworth in 1992.
In 1993, I married my husband Jon, and we moved from Minnesota to Massachusetts. With our move to Massachusetts, I left my practice at Dain Bosworth to my partner and began to raise a family- Henry, 23 and Hannah, 19.
In 2000, I began working as a teacher at the Grammar School at Somersville in Somersville, CT. I continued my stint as a teacher for eight wonderful years, stepping away from my career in education in 2008. It wasn't long after that I rekindled my love for financial planning with Income Works, Common Wealth Financial in January of 2009. While at Income Works I developed, and implemented retirement income plans and portfolios for retirees and pre-retires, as Vice President and Financial Advisor. By 2014, I became a Financial Advisor at Northwestern Mutual, joining forces with Robert Roy and John Gilfoil. After sharing ideas, values, and leveraging each other's talents we established ourselves as RMG Wealth Management Group.
As a dedicated Financial Advisor, I take the time to understand my client's unique desires and goals, at all stages of life. I am committed to the growth and expansion of professional and personal opportunities for my clients, with a focus on business, leadership and female empowerment. Together, my team and I will create a personalized financial plan to help you reach your goals, celebrate your accomplishments, and reach financial security.