Twenty years in financial services teach you a lot about what it actually takes to keep an office running well. The behind-the-scenes work matters more than most people realize, and doing it well means the advisors can stay focused on the clients and the clients feel taken care of every time they reach out. That's what motivates me, knowing that my work has a direct effect on the experience people have here.
Before joining Allegra Wealth Management, I spent years at Maffe Financial Group building the kind of organizational instincts that only come with time and experience. Managing client accounts, coordinating operations, and making sure nothing slips through the cracks is work I genuinely enjoy. There's real satisfaction in a day that runs smoothly.
Growing up in Marlborough, Connecticut, the kind of small town where everyone knew everyone, gave me an appreciation for community and the value of showing up consistently for the people around you. These days, I live in Glastonbury and spend my time outside of work with my three children, Alexandra, Emma, and Jack. When I'm not with them, you'll likely find me with a good book or in the kitchen experimenting with a new recipe. Food is one of my great loves, both cooking it and finding new restaurants worth talking about.