Financial Advisor & Founder
As the CEO and Financial Advisor at Spear Wealth Management, I've dedicated my career to helping families and business owners navigate the complex world of financial planning and investment management. With over 23 years in the financial services industry, I've discovered that my true passion lies in showing clients how various financial decisions can dramatically change their outcomes – because there's never just one right answer. What I love most about financial planning is the opportunity to lay out the road ahead for my clients, allowing them to see their options clearly and choose their own path. This approach helps me understand what level of investment portfolio risk they may need to take versus what they want to take, enabling me to better manage their investments to align with their specific goals.
My journey in financial services began with earning a Bachelor of Science degree from the University of New Hampshire, followed by an MBA from Bentley University. I embarked on my career at Fidelity Investments, where I spent 12 rewarding years honing my skills. During my time there, I pursued my MBA while working full-time. After Fidelity, I dedicated 11 years to Canby Financial Advisors before founding Spear Wealth Management. Along the way, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which has been instrumental in delivering the exceptional service my clients deserve.
What truly motivates me in this work is helping families simplify money decisions and navigate those stressful life transitions we all face. When it comes to my job, nothing brings me more satisfaction than helping families – it's incredibly rewarding to walk through life by their side as a coach, helping them make smart decisions along the way. Often, life presents us with forks in the road, and I love talking through the math so my clients can confidently pick which path to take. I believe the greatest value I provide is reducing the overwhelm and stress that comes with major transitions while helping create a clear plan to get my clients where they want to go.
As a New Hampshire native, I currently call Massachusetts home, where I live with my husband and our two children. When I'm not working with clients, you'll likely find me staying active – I'm passionate about skiing, cycling, and participating in triathlons.
