Phone: (603) 668-2303 ext. 206

Additional Designations and Licenses: Series 7, Series 63, 66, and Life, Accident and Health License

Education: B.A. in Criminal Justice from Plymouth State University

Finance may not have been how I started, but when I witnessed firsthand the financial struggles of my parents when their company stock tumbled, and their retirement assets diminished to seemingly nothing, my career path changed. As a result, I became determined to educate myself on how this could have been avoided and learn how to correct such an event on someone's financial situation.

The opportunity to start my financial career was at a large investment firm, where I was able to earn my licenses and was quickly promoted to a financial planning position. II provided guidance to clients on both their 401k plans, along with their brokerage assets for a total financial picture. By having knowledge of certain plan rules / and strategies I was able to provide holistic planning to clients that helped guide them to the best solutions based on their unique situations.

I'm pleased to be a part of Brophy Wealth Management, LLC, where we share many of the same core values; most importantly, putting the client first. I have always been passionate with helping others and being part of team that strives towards a goal. Working at Brophy Wealth Management, LLC I look forward to advancing my knowledge and sharing my expertise with our clients and team to improve the financial futures of our clients.

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Phone: (603) 668-2303 ext. 212

Licenses: Series 6, Series 63

Education: B.A. in Communications from University of New Hampshire

After graduating from the University of New Hampshire at Manchester with a B.A. degree in Communication Arts in 2013 I entered the financial services industry and have since strived to stay current with ever changing industry trends. Being part of an entrepreneurial family has provided me an innate sense of work ethic and my role in the Brophy Wealth Management, LLC team has assimilated just that. I’m grateful to be part of a positive atmosphere of individuals who are dedicated to serving all our client needs.

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Phone: (603) 668-2303 ext. 202

For over twenty five years my career has been concentrated in small business administration. Being part of a small group of people doing big things is very rewarding! You can see the impact your role has on a daily basis, through client interaction but also with management, co-workers and vendors. Building relationships, creating efficiencies, maximizing resources and enhancing the delivery of service is beneficial to client satisfaction and professionally gratifying. While being in a position to nurture a culture of team work, is for me, personally fulfilling.