TO START, WHERE ARE YOU FROM AND WHERE DO YOU LIVE NOW?
I am from Milford, CT and currently live in West Haven, CT.
HOW DID YOU GET YOUR START IN THE FINANCE INDUSTRY? WHAT ARE SOME PREVIOUS ROLES YOU HELD THROUGHOUT YOUR CAREER?
I started in the finance industry after working for a telecommunications company and wanting a change in my career. I, also, worked as a nanny for a family in Milford just after graduating.
WHEN YOU AREN’T WORKING, WHAT DO YOU LIKE TO DO FOR FUN?
When not working, I like to spend time with my family and friends. Enjoy getting to the beach as much as possible, visiting vineyards & breweries, traveling & projects around the house, which never seem to end.
WHAT IS THE BEST ADVICE THAT ANYONE EVER GAVE YOU WHEN IT COMES TO BUSINESS?
The best advice anyone has ever given me was to never spend beyond your means.
WHAT IS A TYPICAL DAY LIKE FOR YOU AT WORK?
A typical day at work for me is interacting with participants from many of our plans that we advise on. Communicating with Plan Sponsors and Trustees on any changes being made to their plans, plan conversions and stepping in wherever I can to assist my BWC Team members.
WHAT WAS THE BEST CONCERT THAT YOU EVER ATTENDED?
The best concert I have ever attended was/is Kenny Chesney. I’ve seen him once at MetLife Stadium, twice at Gillette Stadium & will be going again this August.
WHAT IS YOUR FAVORITE TRIP THAT YOU HAVE EVER TAKEN? WHAT DESTINATION IS ON YOUR BUCKET LIST?
The best trip I have ever taken was last year to Key West with my entire family & boyfriend. It was a week we will never forget. Napa & Sonoma are definitely a close second! Ireland is definitely a must on my bucket list.
WHAT IS YOUR FAVORITE TYPE OF FOOD, AND WHAT IS THE BEST MEAL THAT YOU HAVE EVER EATEN?
I am definitely a seafood lover; shrimp, oysters, clams, you name it. The best meal, nothing better than a good lobster bake.
WHAT IS YOUR FAVORITE HOLIDAY AND WHY?
My favorite holiday is probably Christmas, with 4th of July a very close second. I have a very large family and Christmas is when we all get together to enjoy each other’s company. We always do a family grab bag & think of a fun game to play. It’s, also, my grandmother’s birthday, which makes it extra special.
WHEN ARE YOU HAPPIEST?
I am the happiest when the weather is warm, I’ve got a nice glass of wine in my hand and sitting on the beach with my boyfriend, friends & family.
WHAT WOULD YOU DO IF YOU WON THE LOTTERY?
If I ever won the lottery, first I’d pay off those dreaded student loans, make the updates to my home that I’ve been putting off, take a vacation & then volunteer a lot more, specifically at animal shelters.
WHAT WOULD A PERFECT DAY LOOK LIKE?
A perfect day would be sitting outside, preferably on the beach or by the pool, grilling and relaxing with family and friends.
CAN YOU GIVE ME A QUOTE THAT CAN RELATE YOUR VIEW OF LIFE TO?
“Everything’s gonna be alright, & nobody’s gotta worry ‘bout nothing, don’t go hitting that panic button, it ain’t worth spilling your drink, everything’s gonna be alright, alright.”
YOU’RE GIVEN THE ABILITY TO HAVE DINNER WITH ANYBODY IN THE WORLD (REAL, FICTIONAL- DEAD OR ALIVE). WHO WOULD YOU CHOOSE AND WHY?
I would probably choose to have dinner with Hoda Kotb. She is such a positive individual who I believe can put a smile on anyone’s face.
IF YOU COULD HAVE ANY SUPERPOWER IN THE WORLD, WHAT WOULD IT BE? WHY?
Be in two places at the same time. Being able to continue my normal everyday life, but also being with my friend or family member who may need me. Not having to choose between work vs. family or family vs. friends.
IF YOU COULD BE ANY ANIMAL IN THE WORLD, WHAT ANIMAL WOULD YOU BE? AND WHY?
If I could be any animal in the world, I’d probably be a dog. My dog lives the best life, naps whenever she wants, spoiled with bones & treats, goes on walks to the beach & has playdates with her friends, who wouldn’t want that life?
About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com
Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor with offices in Connecticut and Pennsylvania. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
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