With more than two decades in the financial advisory industry, I've found my true passion lies in helping clients shape their financial futures. As a seasoned financial advisor, my focus is on nurturing relationships built on trust and integrity and understanding the unique stories and aspirations of each client.
I believe that truly listening is the key to crafting financial plans that resonate. By diving deep into your personal journey and challenges, I work to develop strategies that aim to support your long-term goals and provide confidence.
After starting my career at Ameriprise Financial, I chose to pursue a more independent and client-centered approach by founding CLARA Private Wealth with my husband, Jeffrey. Here, I offer financial advice that is both comprehensive and tailored to your needs. I hold a Bachelor of Science in Business Management and Administration from Boston University, which has equipped me with a solid foundation to guide you through the financial landscape.
I am committed to being a reliable partner as you work toward building and preserving your wealth. Together, we can navigate the complexities of finance with a focus on your success and well-being.