With Sapphire Wealth Management since 2007
My journey to wealth management began in banking, where I spent 20 years at Lawrence Savings Bank growing from customer service to Senior Staff Accountant. This foundation, combined with my experiences as an IRS tax examiner and Senior Staff Accountant at a local CPA firm, shaped my approach to serving our clients at Sapphire Wealth Management.
As Director of Operations, I wear many hats – leading our internal operations and client transition teams, ensuring smooth day-to-day business functions, and maintaining our firm's compliance standards. What drives me most, though, is building genuine relationships with our clients. I believe that open communication creates trust, and trust is the foundation of successful financial partnerships.
When I'm not in the office, my world revolves around family, animals, and community. My husband Doug (who founded our firm) and I have raised three children who share our passion for finance. Our son Andy has joined us at Sapphire Wealth as a Wealth Advisor, our son Tyler is building his career at Fidelity Investments, and our daughter Emma is studying at Bentley University.
Our home is lively with our extended family members – our dogs Caico and Annabelle who keep us laughing, and Aspen, our horse who comes with plenty of personality.
Travel is our family's shared joy. Our annual vacations have taken us to the turquoise waters of Turks & Caicos (still my favorite), the majestic mountains of Banff, and the serene shores of the Outer Banks. Italy, Ireland, and more Caribbean adventures are on our horizon.
Southern New Hampshire isn't just where we live – it's a community we're committed to serving. Over the years, I've contributed as a town Treasurer, recreation board member, athletic council member, and parent council volunteer.
Like Doug, I believe my purpose is to serve others. Whether I'm helping a client navigate a financial transition, supporting my family, or contributing to our community, I find fulfillment in making a positive difference in people's lives.