The best financial advice I ever received was something simple. Each year you are able to get a raise, increase your 401k contribution by 1%.

Community connection is near and dear to my heart. I love being a trustee at the Hitchcock Free Academy, where we provide countless events at no cost of admission all over Brimfield. I am the treasurer for Central Mass Business Connector, and after every Thursday meeting I look forward to getting my Morning Meditation at Sturbridge Coffee House!

My favorite aspect of working with local businesses and individuals is the opportunity it provides to create genuine, long-term relationships, where I can go beyond providing financial services, where I can care about the people behind the businesses and the families behind the accounts.

My motivation for helping customers achieve their financial goals is the opportunity to make a meaningful difference in their lives. I take pride in building strong personal relationships. My belief is that when our customers succeed, our entire neighborhood thrives, and I know how important that is to the Brimfield community.