I have had the privilege of working in the financial services industry for over 29 years. Currently, I serve as an Administrative Assistant at Echelon Planning Group, where my primary responsibilities include contacting seminar attendees, scheduling appointments, and obtaining necessary documents for appointments. Throughout my career, I have obtained licenses for life and health insurance, property insurance, and casualty insurance, allowing me to provide comprehensive support to our clients.
What truly motivates me in my role is the opportunity to connect with prospects and clients and hear their unique stories. I find great fulfillment in being able to help people navigate the complexities of financial planning. From retirement planning to estate planning and college planning, I am dedicated to assisting individuals and families in preparing for the different phases of life. In my view, the greatest value I can provide for my clients is the ability to listen attentively and approach their needs with compassion and empathy. Each person's financial journey is unique, and by truly understanding their goals and aspirations, I can tailor our services to their specific circumstances.
Outside of work, I reside near the picturesque coast of Massachusetts. In my free time, I have a passion for cooking and enjoy experimenting with new recipes. Additionally, I have been a volunteer at the same soup kitchen for the past 20 years, finding fulfillment in giving back to my community.