Some people stumble into client service—others grow up in it. For me, it started with a lawnmower, a few willing neighbors, and a drive to build something of my own. In high school, I ran my own landscaping business, and while I may have thought it was all about neat lines and trimmed hedges, I quickly realized it was the client relationships that mattered most. That lesson stuck with me—through my days working as a credit union teller, and even more so as I began exploring what a future in finance could look like.

At Boston College, my curiosity around investments and personal finance turned into something more concrete. The world of financial planning felt like a perfect match: a space where I could combine my analytical mindset with my passion for working directly with people. When I interned with the wealth management team at Sentinel Group, that connection only deepened. I found myself energized by conversations with clients, excited by the prospect of helping people feel more confident about their financial futures.

So when I came across Davis Wealth Advisors, something clicked. Their independent, fee-only model resonated with my values—and the team’s collaborative, client-first culture felt like the kind of place where I could grow not just as a planner, but as a person. Today, I’m proud to be a Financial Planning Associate here, where every day is a new opportunity to make a difference in someone’s financial story.

When I’m not diving into spreadsheets or meeting with clients, I’m usually planning my next trip. Whether it’s a local getaway or a new passport stamp, I love exploring with friends and family. I’m also learning Portuguese and never pass up a chance to catch a soccer match—especially if FC Porto is playing. Força Porto!