I became a financial planner in 1996 and earned my Certified Financial Planner TM designation in 1997. After leaving Ameriprise Financial, I started Fenton Financial Group in December 2010 and joined LPL Financial at that time.
I grew up in Boston. I graduated from Boston College High School in 1979 and from Harvard University with a BA in Government in 1983. I also received a MS degree in Real Estate from NYU in 1993.
My family and I have lived in Franklin since 2002. I have volunteered with such organizations as the YMCA, Helen Keller School, Franklin Youth Baseball, MetroWest Basketball and CYO Basketball programs. Currently I am involved with the local BNI chapter, The Referral Zone. Over the last 14 years I have held various leadership positions with our chapter.
My goals are to provide the best service possible for my clients and always put my clients' interest first.
I use financial planning to help my clients seek to achieve their financial goals and address their financial concerns. By using Retirement Planning, Investment Planning, Education Planning, Insurance Planning and Estate Planning, I can help my clients seek to achieve their financial goals.