Q: What are your role and responsibilities at Birch Hill?
A: Portfolio management and client service.
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: Our clients and their families have worked hard to generate their wealth. I am honored to have their trust to help grow and preserve it.
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.