Cathy

“I want our clients to feel welcome
and at home with us".

I am pleased to share my story with you. My life journey started in Western Massachusetts where growing up in the poor economic environment of the "projects", I learned compassion and the need for education.

With opportunity and the grace afforded me, I attended college to study Health Care Administration. For twelve years I worked in health care with most of my career in administrative roles at Tufts Medical Center. 

Alan and I married in 1990 and we shared the founding of his Financial Planning practice. We are blessed to have three children, Michael, Anya and Anthony. After Anthony was born, I made the decision to stay at home to volunteer in the community and in my children's school.

When Alan and Lena partnered in 2008, they invited me to join the team as office manager. I am responsible for all the administrative, non-financial aspects of the office. This includes accounting, data management, client communications and events, and credentialing. I saw this as an opportunity to create an efficient and effective client encounter. I am interested in making our clients feel comfortable and welcome.

In my free time, I enjoy traveling with Alan and the children. We have been fortunate to visit so many beautiful places including the National Parks here in the US, the many quaint towns in Italy, the rainforest of Costa Rica and the majestic natural habitat of Botswana and South Africa. My hobbies include cooking, scrapbooking, reading and being with friends.