For Administrative Matters

I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Ice Cream in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA from the University of Massachusetts Dartmouth.

I joined Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it’s solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, money movement, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling, and enjoying life on the coast with my husband and our dog. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”

Post-Secondary Education

University of Massachusetts Dartmouth / B.S., Business Administration
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadership

Recent Business Background

Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. / Teller, 2010 – 2012

I am originally from Southern Maine and lived there until I went to college at Salve Regina in Newport, Rhode Island. I started working in the financial industry in 2012 when I worked for a small family office based in New York City, assisting them with their marketing and helping to establish their client base.

I was drawn to Barry Investment Advisors because I was interested in learning more about the industry and their holistic approach to financial planning and investing. Although I wear a number of different hats at Barry, my primary role is creating the review pieces for our clients as well as scheduling their review appointments with their financial advisor and financial planners. I am also available to assist clients with money movement or account specific requests.

I currently live in Portsmouth, Rhode Island with my husband, Mike, our two children, Will and Maggie, and our two cats . We enjoy playing soccer together, going to the beach and visiting family in Maine and New York City. The greatest piece of financial advice I have received is from my mom. When I got my first job as a teenager, she made sure I always put half of my pay into savings. I would track my account with a passbook and loved to watch it grow!

Post-Secondary Education

Salve Regina University / B.S., Biology/Chemistry

Recent Business Background

Barry Investment Advisors / 2016 - Present
HAGIN Investment Management / Director of Client Service, 2012 - 2016
XBInsight, Inc. / Marketing Coordinator, 2010 - 2012