Assets under management: $434 million
Number of clients: 600
Education: BS in Biology, Pennsylvania State University; graduate of Harvard Business School Owners-Presidents Management Program; CFP program at Boston University
Credentials: General Securities Registered Representative, Registered Securities Principal, Registered Options Principal, and Registered Municipal Securities Principal of Commonwealth Financial Network; Qualified Pension Specialist; Accredited Investment Fiduciary
Previous incarnations: sales assistant, VP of operations, and broker, Shearson Lehman Brothers; VP of investments, Prudential Bache
Industry contributions: Member, System Advisory Board of the Boston Stock Exchange; chairman of the District Economic Education Committee for the Security Industry Association, which developed a game to teach children about the stock market that is now played in high schools and colleges throughout the U.S.
Outside interests: Member of advisory council (board of directors 2000-2007), Boston Rescue Mission; board of trustees, Agape International; institutional review board, Newton-Wellesley Hospital