- Joined Prime Buchholz in 2005
- Entered the investment industry in 2005
- Oversees the Information Group, which is responsible for centralizing data used by all teams at the firm to directly inform clients and their decision-making processes
- Member of the safety committee
- Previous experience: Data analyst and performance analyst at Prime Buchholz
- M.B.A. from Southern New Hampshire University; B.S. in health sciences from Husson University