Client Relationship Specialist
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.” – Dalai Lama