Q: What are your role and responsibilities at Birch Hill?
A: I support Gary with his accounts by assisting in all aspects of client service including client requests, portfolio maintenance, money movement and meeting preparation.
Q: What do you think Birch Hill’s best qualities are?
A: We work together to deliver great service to all of our clients and our culture allows everyone at our firm to be the best that they can be.
Q: What about what you do brings you the most personal satisfaction?
A: Being proficient and pro-active so that our clients and team are confident that everything is taken care of.
Q: When you’re not working, how do you spend your time?
A: I enjoy spending time with my family, friends and participating in healthy activities.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I would volunteer in an organization that provides guidance to underprivileged youth so that they can grow to become successful in their personal and professional lives.
Q: What words do you live by?
A: “Always be compassionate and patient with others while being sure to keep a positive mindset.”