Director of Client Services
Building relationships with our clients is what I enjoy doing most. I support the Certified Financial Planner™ Professionals with the day-to-day needs of our clients and work closely with our stellar operations team to get the job done. I am proactive by nature and thrive on the responsibility of ensuring nothing falls through the cracks. Joining the strong team here at Premier Private Wealth has been my most exciting career move thus far.
Prior to joining the Wealth Management industry, I provided and managed staff for national sporting events across the country; working with clients at the PGA, US Opens, and even some Formula 1 races. After welcoming my son in 2016, I refocused my career to one that would keep me close to home and allow me to fulfill my #1 responsibility of being a Mom. I was able to quickly transition my client relations expertise to a position supporting the CEO of a Financial Planning firm back home at the Jersey Shore. I quickly learned the industry out of genuine interest and curiosity and to this day, enjoy learning the ever-changing blueprint of what we do. With continuing education courses and staying up to date with seminars on the impactful changes to laws and regulations for our industry, I keep busy making sure my knowledge is up to date!
In 2021, life brought me to Middle Tennessee. While I will always miss the beaches from home, we could not be happier to have found ourselves in such a beautiful and welcoming area! My son Ben is in Elementary school in Spring Hill and keeps our schedules busy with his extra-curriculars of taekwondo, STEM club and swimming. When not busy with our tight schedules, I enjoy staying active with hiking and kayaking or attending concerts and sporting events. I’ve also recently picked back up my tennis racket, and love spending some time on the court each week.
Family time is a priority and with my family’s Italian roots, I grew up on “Sunday Gravy”. We have kept with tradition, and I look forward to our homemade Sunday dinners each and every week – though I am still working on making it taste as good as Nona’s! To me, life is about getting to experience the things you love. That is why working in an industry that gives me the opportunity to help our clients do that means so much.
“Happiness is not something ready-made. It comes from your own actions.”
