Joined the Firm in 2015
I came to Sapphire Wealth Management in 2015 after working in Boston with one of our nation’s largest insurance companies, John Hancock. I was looking for something different than what the large corporate life had to offer. At Sapphire Wealth I found a team then genuinely places others, clients and staff, ahead of themselves.
In my current role as our Client Relations Manager, I am responsible for overseeing others, as well as, implementing the plans our team creates for our clients. The various roles I have held with the firm have required a high level of organization, a commitment to being process-oriented, and strong communication skills. All of which encompass my day-to-day responsibilities to our Sapphire Wealth clients.
When away from the office I spend much of my time with my family. My partner Kyle and I have two beautiful children, Maeve and Vince. The king of our castle is our family dog, Drexel.
In our free time, we enjoy spending time with family and friends, camping, and just about anything that keeps our young kids active.