My Role:
As a Financial Paraplanner, I support the development and delivery of comprehensive financial plans by assisting advisors with data analysis, financial modeling, and plan preparation.
Work History:
My role at IronBridge marks the start of my professional career, and I am very excited to apply my academic knowledge and contribute to the team.
Where I Come From:
I was born in Portsmouth, New Hampshire, and raised in Greenland, New Hampshire. I spent the majority of my life on the New England seacoast.
Education:
I obtained my B.S. in Finance from the University of New Hampshire. Following graduation, I received my Masters degree in Finance from the University of New Hampshire in a one-year accelerated course.
My Why:
I have always been interested in finance and the impact thoughtful planning can have on people's lives. In my role, I contribute to a team that helps clients feel confident about their financial future.