Q: What are your role and responsibilities at Birch Hill?
A: Portfolio management and financial planning.
Q: What do you think Birch Hill’s best qualities are?
A: Teamwork & Efficiency. Each person at Birch Hill plays an important role in our ability to deliver exceptional client service. Our small staff can accomplish a great deal because of our many years of experience working with our clients and with one another.
Q: What about what you do brings you the most personal satisfaction?
A: I love getting to know people and appreciate the opportunity I have to develop relationships with our clients. Clients trust us to help grow and preserve what they have, and many of them rely on us to help guide them in using their wealth to enrich their lives and the lives of others.
Q: When you’re not working, how do you spend your time?
A: I enjoy spending time with my family and friends. Lately, the majority of my time is spent as a spectator at my son’s many sporting events. I also volunteer for a local non-profit which funds educational tools and activities for Hanover’s schools.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I always thought being a flower delivery person might be fulfilling. Who wouldn’t enjoy spending their days sharing gestures of kindness?
Q: What words do you live by?
A: Always try to be positive. I believe in self-fulfilling prophecies.