What exactly do you do at our company? 

Client Service and advisor support. This includes coordination between custodians, outside vendors, clients, and advisors, onboarding new clients, implementing planning strategies, and providing ongoing client support to resolve or prevent any issues in order to ensure a positive client experience.

What is your favorite part about working with McLean? 

A sense of camaraderie that binds us as a team and knowing there’s a specialist in any area
to collaborate with to provide the best resources, information, and guidance for all clients – be it trading, investment research, insurance, or technology.

What are three words you’d use to describe McLean? 

Forward-thinking, industry leader, innovative!

What’s a fun fact about you that many people may not know? 

I love music and dancing, and I played the guitar in years gone by.

What do you like to do when you aren’t working? 

Reading and kayaking in the summer.

Are you a coffee or tea person?

Always coffee!

How many different states have you lived in?

I’ve lived solely in NH.

What’s your favorite book or movie?

Top Gun

Early bird or night owl?

Night owl.

What food have you tried that was the furthest out of your comfort zone?

I enjoy a variety of ethnic foods, but my least favorite is probably Thai food.