Education: B.S. in Finance from Western New England University
My journey into Finance began with an idea that became a passion. Taking experience and inspiration from my time in the Future Business Leaders of America, I decided to study Finance at Western New England University. I loved connecting the dots and expanding my understanding of the business world.
My passion for building rapport and meaningful connections started my career in Boston. I began working in the Financial District in pricing mutual funds and transitioned into client services. I worked with many facets of the business and gained valuable experience.
My time in client services piqued my interest in investing and propelled me into employer-sponsored retirement plans. As a result, I understand how essential it is to plan for the future. I also know how important it is to work with someone you trust. That is why I am grateful to be part of Brophy Wealth Management, LLC, and a privilege to work among a team of professionals whose goals align with mine, supporting the needs of clients and their loved ones.